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Confluence Wealth Services’s United Bancorp UBCP Stock Holding History

Confluence Wealth Services’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$16K – 1094
2021
Q4 		$16K Buy
+1,000
New +$15.4K 0.01% 794

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Geode Capital Management
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WB
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Dimensional Fund Advisors
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BCM
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KOC
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BlackRock
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Renaissance Technologies
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Confluence Wealth Services's UBCP Position: Q1 2022 in Review

Confluence Wealth Services sold out of United Bancorp (UBCP) in Q1 2022, closing a stake of 1,000 shares — an estimated $16K sold.

Confluence Wealth Services first reported a position in UBCP in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 23 funds tracked by Wall St. Rank hold UBCP as of Q1 2022.

  • Confluence Wealth Services reported no remaining United Bancorp position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,000 United Bancorp shares in Q1 2022, an estimated $16K.
  • Confluence Wealth Services first reported a position in United Bancorp in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's United Bancorp position peaked at $16K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held United Bancorp as of Q1 2022.

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