Confluence Wealth Services’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,833	Closed	-$67K	–	1191
2021 Q4	$67K	Buy	+2,833	New	+$66.8K	0.02%	404

Other funds holding X

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Confluence Wealth Services sold out of US Steel (X) in Q1 2022, closing a stake of 2,833 shares — an estimated $67K sold.

Confluence Wealth Services first reported a position in X in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 451 funds tracked by Wall St. Rank hold X as of Q1 2022.

Confluence Wealth Services reported no remaining US Steel position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 2,833 US Steel shares in Q1 2022, an estimated $67K.
Confluence Wealth Services first reported a position in US Steel in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's US Steel position peaked at $67K in Q4 2021.
451 funds tracked by Wall St. Rank held US Steel as of Q1 2022.

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