CWS
SWKS icon

Confluence Wealth Services’s Skyworks Solutions SWKS Stock Holding History

Confluence Wealth Services’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,225
Closed -$206K – 356
2024
Q4 		$206K Hold
2,225
– – 0.01% 324
2024
Q3 		$220K Buy
+2,225
New +$236K 0.02% 320
2022
Q1 		– Sell
-331
Closed -$51K – 1042
2021
Q4 		$51K Buy
+331
New +$52.9K 0.02% 472

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Confluence Wealth Services's SWKS Position: Q1 2025 in Review

Confluence Wealth Services sold out of Skyworks Solutions (SWKS) in Q1 2025, closing a stake of 2,225 shares — an estimated $206K sold.

Confluence Wealth Services first reported a position in SWKS in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q3 2024. 739 funds tracked by Wall St. Rank hold SWKS as of Q1 2025.

  • Confluence Wealth Services reported no remaining Skyworks Solutions position as of Q1 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 2,225 Skyworks Solutions shares in Q1 2025, an estimated $206K.
  • Confluence Wealth Services first reported a position in Skyworks Solutions in Q4 2021 and held it in 3 quarters.
  • Confluence Wealth Services's Skyworks Solutions position peaked at $220K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2025.

Based on Confluence Wealth Services's 13F filing for Q1 2025, filed 24 Apr 2025.