Confluence Wealth Services’s Sylvamo SLVM Stock Holding History

Confluence Wealth Services’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-360	Closed	-$10K	–	1009
2021 Q4	$10K	Buy	+360	New	+$10.5K	﹤0.01%	924

Other funds holding SLVM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Confluence Wealth Services's SLVM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Sylvamo (SLVM) in Q1 2022, closing a stake of 360 shares — an estimated $10K sold.

Confluence Wealth Services first reported a position in SLVM in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 321 funds tracked by Wall St. Rank hold SLVM as of Q1 2022.

Confluence Wealth Services reported no remaining Sylvamo position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 360 Sylvamo shares in Q1 2022, an estimated $10K.
Confluence Wealth Services first reported a position in Sylvamo in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Sylvamo position peaked at $10K in Q4 2021.
321 funds tracked by Wall St. Rank held Sylvamo as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.