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Confluence Wealth Services’s Toro Company TTC Stock Holding History

Confluence Wealth Services’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-105
Closed -$10K – 1082
2021
Q4 		$10K Buy
+105
New +$10.5K ﹤0.01% 927

Other funds holding TTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Confluence Wealth Services sold out of Toro Company (TTC) in Q1 2022, closing a stake of 105 shares — an estimated $10K sold.

Confluence Wealth Services first reported a position in TTC in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 437 funds tracked by Wall St. Rank hold TTC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Toro Company position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 105 Toro Company shares in Q1 2022, an estimated $10K.
  • Confluence Wealth Services first reported a position in Toro Company in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Toro Company position peaked at $10K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Toro Company as of Q1 2022.

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