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Confluence Wealth Services’s Universal Health Services UHS Stock Holding History

Confluence Wealth Services’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-81
Closed -$10K – 1099
2021
Q4 		$10K Buy
+81
New +$10.4K ﹤0.01% 929

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Confluence Wealth Services sold out of Universal Health Services (UHS) in Q1 2022, closing a stake of 81 shares — an estimated $10K sold.

Confluence Wealth Services first reported a position in UHS in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 457 funds tracked by Wall St. Rank hold UHS as of Q1 2022.

  • Confluence Wealth Services reported no remaining Universal Health Services position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 81 Universal Health Services shares in Q1 2022, an estimated $10K.
  • Confluence Wealth Services first reported a position in Universal Health Services in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Universal Health Services position peaked at $10K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2022.

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