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Confluence Wealth Services’s Standard Motor Products SMP Stock Holding History

Confluence Wealth Services’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-130
Closed -$6K – 1012
2021
Q4 		$6K Buy
+130
New +$6.52K ﹤0.01% 1032

Other funds holding SMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Confluence Wealth Services sold out of Standard Motor Products (SMP) in Q1 2022, closing a stake of 130 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in SMP in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 188 funds tracked by Wall St. Rank hold SMP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Standard Motor Products position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 130 Standard Motor Products shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in Standard Motor Products in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Standard Motor Products position peaked at $6K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Standard Motor Products as of Q1 2022.

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