BlackRock shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of BlackRock shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in BlackRock
Tip: Access up to 7 years of quarterly data
All positions including BlackRock held by Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in BlackRock by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $712k | 1.6k | 445.84 |
| 2020-06-30 | $268k | 493 | 543.61 |
| 2020-03-31 | $229k | 520 | 440.38 |
| 2019-12-31 | $712k | 1.6k | 445.84 |
| 2019-09-30 | $712k | 1.6k | 445.84 |
| 2019-06-30 | $742k | 1.6k | 469.03 |
| 2019-03-31 | $665k | 1.6k | 427.65 |
| 2018-12-31 | $603k | 1.5k | 393.09 |
| 2018-09-30 | $708k | 1.5k | 471.37 |
| 2018-06-30 | $763k | 1.5k | 499.35 |
| 2018-03-31 | $906k | 1.7k | 541.54 |
| 2017-12-31 | $864k | 1.7k | 513.98 |
| 2017-09-30 | $792k | 1.8k | 447.21 |
| 2017-06-30 | $685k | 1.8k | 383.32 |
| 2017-03-31 | $685k | 1.8k | 383.32 |
| 2016-12-31 | $812k | 2.1k | 380.51 |
| 2016-09-30 | $777k | 2.1k | 362.24 |
| 2016-06-30 | $468k | 1.4k | 342.86 |
| 2016-03-31 | $480k | 1.4k | 340.91 |
| 2015-12-31 | $372k | 1.1k | 340.66 |
| 2015-09-30 | $519k | 1.7k | 297.59 |
| 2015-06-30 | $558k | 1.6k | 345.94 |
| 2015-03-31 | $534k | 1.5k | 365.50 |
More positions owned by Confluence Wealth Management
View all positions for Confluence Wealth Management