Confluence Wealth Services’s Welbilt, Inc. WBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,880	Closed	-$44K	–	1287
2021 Q4	$44K	Buy	+1,880	New	+$44.5K	0.01%	502

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Confluence Wealth Services sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 1,880 shares — an estimated $44K sold.

Confluence Wealth Services first reported a position in WBT in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

Confluence Wealth Services reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 1,880 Welbilt, Inc. shares in Q1 2022, an estimated $44K.
Confluence Wealth Services first reported a position in Welbilt, Inc. in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Welbilt, Inc. position peaked at $44K in Q4 2021.
190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

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