Confluence Wealth Services, Inc. Closed Holding Positions

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on Apr 26, 2022
2
$33.58 - $51.3 $67.2 - $103
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
61
$52.79 - $77.45 $3.22K - $4.72K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
Q1 2022 Filed on Apr 26, 2022
781
$34.29 - $41.23 $26.8K - $32.2K
WLY
John Wiley & Sons, Inc.

Communication Services
Q1 2022 Filed on Apr 26, 2022
10
$48.95 - $57.81 $490 - $578
WY
Weyerhaeuser CO

Real Estate
Q1 2022 Filed on Apr 26, 2022
1,904
$37.28 - $42.57 $71K - $81.1K
WLK
Westlake Corp

Basic Materials
Q1 2022 Filed on Apr 26, 2022
2
$96.43 - $127.2 $193 - $254
WDC
Western Digital Corp

Technology
Q1 2022 Filed on Apr 26, 2022
495
$44.47 - $67.62 $22K - $33.5K
WAL
Western Alliance Bancorporation

Financial Services
Q1 2022 Filed on Apr 26, 2022
80
$77.48 - $122.35 $6.2K - $9.79K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2022 Filed on Apr 26, 2022
143
$357.49 - $445.92 $51.1K - $63.8K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2022 Filed on Apr 26, 2022
200
$51.5 - $57.18 $10.3K - $11.4K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2022 Filed on Apr 26, 2022
200
$46.51 - $52.43 $9.3K - $10.5K
WOLF
Wolfspeed, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
286
$86.46 - $121.7 $24.7K - $34.8K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
80
$94.64 - $184.26 $7.57K - $14.7K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
25
$108.42 - $129.58 $2.71K - $3.24K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
35
$90.52 - $124.19 $3.17K - $4.35K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
191
$55.5 - $81.23 $10.6K - $15.5K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
218
$66.88 - $96.26 $14.6K - $21K
WW
Ww International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
300
$9.08 - $16.84 $2.72K - $5.05K
WOR
Worthington Industries Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
354
$51.15 - $62.14 $18.1K - $22K
INT
World Fuel Services Corp

Energy
Q1 2022 Filed on Apr 26, 2022
96
$25.38 - $29.25 $2.44K - $2.81K
WK
Workiva Inc

Technology
Q1 2022 Filed on Apr 26, 2022
205
$93.64 - $128.13 $19.2K - $26.3K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
5
$213.01 - $263.72 $1.07K - $1.32K
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
570
$21.14 - $29.23 $12K - $16.7K
WSBC
Wesbanco Inc

Financial Services
Q1 2022 Filed on Apr 26, 2022
1,585
$34.19 - $38.24 $54.2K - $60.6K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
100
$3.71 - $12.22 $371 - $1.22K
VKTX
Viking Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
169
$3.0 - $4.88 $507 - $825
VICI
Vici Properties Inc.

Real Estate
Q1 2022 Filed on Apr 26, 2022
254
$26.77 - $30.15 $6.8K - $7.66K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on Apr 26, 2022
4,473
$9.81 - $15.4 $43.9K - $68.9K
VSAT
Viasat Inc

Technology
Q1 2022 Filed on Apr 26, 2022
874
$40.76 - $51.38 $35.6K - $44.9K
PARA
Paramount Global

Communication Services
Q1 2022 Filed on Apr 26, 2022
242
$50.37 - $62.3 $12.2K - $15.1K
VRTV
Veritiv Corp

Industrials
Q1 2022 Filed on Apr 26, 2022
11
$87.03 - $139.9 $957 - $1.54K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on Apr 26, 2022
266
$177.34 - $221.73 $47.2K - $59K
VRSN
Verisign Inc

Technology
Q1 2022 Filed on Apr 26, 2022
2
$199.43 - $252.11 $399 - $504
VRNT
Verint Systems Inc

Technology
Q1 2022 Filed on Apr 26, 2022
208
$48.17 - $53.97 $10K - $11.2K
VCYT
Veracyte, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
84
$21.94 - $42.51 $1.84K - $3.57K
Veoneer Incorporated
Q1 2022 Filed on Apr 26, 2022
2,835
N/A
VECO
Veeco Instruments Inc

Technology
Q1 2022 Filed on Apr 26, 2022
301
$25.93 - $31.99 $7.8K - $9.63K
VMEO
Vimeo, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
713
$10.24 - $17.89 $7.3K - $12.8K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
Q1 2022 Filed on Apr 26, 2022
1,257
$24.23 - $30.29 $30.5K - $38.1K
VSH
Vishay Intertechnology Inc

Technology
Q1 2022 Filed on Apr 26, 2022
287
$17.87 - $22.37 $5.13K - $6.42K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
50
$20.94 - $24.07 $1.05K - $1.2K
WBT
Welbilt, Inc.

Industrials
Q1 2022 Filed on Apr 26, 2022
1,880
$23.6 - $23.88 $44.4K - $44.9K
WBS
Webster Financial Corp

Financial Services
Q1 2022 Filed on Apr 26, 2022
306
$52.19 - $64.34 $16K - $19.7K
WDFC
Wd 40 CO

Basic Materials
Q1 2022 Filed on Apr 26, 2022
68
$183.23 - $254.76 $12.5K - $17.3K
CLMB
Climb Global Solutions Inc Com
Q1 2022 Filed on Apr 26, 2022
108
N/A
W
Wayfair Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
145
$104.81 - $195.77 $15.2K - $28.4K
WTS
Watts Water Technologies Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
68
$138.95 - $193.75 $9.45K - $13.2K
WNC
Wabash National Corp

Industrials
Q1 2022 Filed on Apr 26, 2022
186
$14.84 - $21.63 $2.76K - $4.02K
VMC
Vulcan Materials CO

Basic Materials
Q1 2022 Filed on Apr 26, 2022
40
$170.18 - $210.53 $6.81K - $8.42K
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