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Confluence Wealth Services’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Confluence Wealth Services’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,038
Closed -$40K – 609
2021
Q4 		$40K Buy
+1,038
New +$40.1K 0.01% 527

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NB
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Confluence Wealth Services's GUNR Position: Q1 2022 in Review

Confluence Wealth Services sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2022, closing a stake of 1,038 shares — an estimated $40K sold.

Confluence Wealth Services first reported a position in GUNR in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 267 funds tracked by Wall St. Rank hold GUNR as of Q1 2022.

  • Confluence Wealth Services reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,038 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2022, an estimated $40K.
  • Confluence Wealth Services first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's FlexShares Global Upstream Natural Resources Index Fund position peaked at $40K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2022.

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