Advisornet Financial’s Confluent CFLT Stock Holding History

Advisornet Financial’s Portfolio CFLT Stock Details CFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16	Closed	-$375	–	2255
2025 Q1	$375	Sell	16 -9	-36%	-$261	﹤0.01%	2011
2024 Q4	$699	Hold	25	–	–	﹤0.01%	1720
2024 Q3	$510	Sell	25 -40	-62%	-$896	﹤0.01%	2025
2024 Q2	$1.92K	Buy	65 +40	+160%	+$1.15K	﹤0.01%	1646
2024 Q1	$763	Sell	25 -4	-14%	-$113	﹤0.01%	1833
2023 Q4	$679	Sell	29 -1	-3%	-$24	﹤0.01%	2009
2023 Q3	$888	Buy	30 +5	+20%	+$168	﹤0.01%	1824
2023 Q2	$883	Hold	25	–	–	﹤0.01%	1915
2023 Q1	$602	Sell	25 -5	-17%	-$116	﹤0.01%	2019
2022 Q4	$667	Hold	30	–	–	﹤0.01%	1961
2022 Q3	$1K	Buy	30 +5	+20%	+$135	﹤0.01%	1745
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	1774
2022 Q1	$1K	Buy	+25	New	+$1.3K	﹤0.01%	1859

Other funds holding CFLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Advisornet Financial's CFLT Position: Q2 2025 in Review

Advisornet Financial sold out of Confluent (CFLT) in Q2 2025, closing a stake of 16 shares — an estimated $375 sold.

Advisornet Financial first reported a position in CFLT in Q1 2022 and held it in 13 quarters. The position peaked at $1.92K in Q2 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

Advisornet Financial reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 16 Confluent shares in Q2 2025, an estimated $375.
Advisornet Financial first reported a position in Confluent in Q1 2022 and held it in 13 quarters.
Advisornet Financial's Confluent position peaked at $1.92K in Q2 2024.
396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.