CWS
SWTX

Confluence Wealth Services’s SpringWorks Therapeutics SWTX Stock Holding History

Confluence Wealth Services’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-46
Closed -$2K – 1043
2021
Q4 		$2K Buy
+46
New +$3.04K ﹤0.01% 1160

Other funds holding SWTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
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
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Confluence Wealth Services sold out of SpringWorks Therapeutics (SWTX) in Q1 2022, closing a stake of 46 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in SWTX in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 137 funds tracked by Wall St. Rank hold SWTX as of Q1 2022.

  • Confluence Wealth Services reported no remaining SpringWorks Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 46 SpringWorks Therapeutics shares in Q1 2022, an estimated $2K.
  • Confluence Wealth Services first reported a position in SpringWorks Therapeutics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's SpringWorks Therapeutics position peaked at $2K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q1 2022.

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