Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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CWS
Confluence Wealth Services’s
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
Stock Holding History
Confluence Wealth Services’s Portfolio
GBIL Stock Details
GBIL Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2,321
Closed
-$234K
–
365
2024
Q1
$234K
Buy
+2,321
New
+$234K
0.02%
306
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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