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Confluence Wealth Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Confluence Wealth Services’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,810
Closed -$70K – 464
2021
Q4 		$70K Buy
+1,810
New +$69.8K 0.02% 387

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Confluence Wealth Services sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2022, closing a stake of 1,810 shares — an estimated $70K sold.

Confluence Wealth Services first reported a position in DWX in Q4 2021 and held it in 1 quarter. The position peaked at $70K in Q4 2021. 149 funds tracked by Wall St. Rank hold DWX as of Q1 2022.

  • Confluence Wealth Services reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,810 State Street SPDR S&P International Dividend ETF shares in Q1 2022, an estimated $70K.
  • Confluence Wealth Services first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's State Street SPDR S&P International Dividend ETF position peaked at $70K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2022.

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