AAS
CFLT

Avantax Advisory Services’s Confluent CFLT Stock Holding History

Avantax Advisory Services’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 		$1.76M Sell
70,735
-2,488
-3% -$56.1K 0.01% 862
2025
Q1 		$1.72M Buy
73,223
+183
+0.3% +$5.3K 0.01% 820
2024
Q4 		$2.04M Buy
+73,040
New +$1.96M 0.01% 698

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
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
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avantax Advisory Services's CFLT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Confluent (CFLT) stake by 3.4% in Q2 2025, selling an estimated $56.1K and leaving 70,735 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #862.

Avantax Advisory Services first reported a position in CFLT in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Avantax Advisory Services held 70,735 shares of Confluent worth $1.76M as of Q2 2025.
  • Avantax Advisory Services sold 2,488 Confluent shares in Q2 2025, an estimated $56.1K.
  • Confluent made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #862 holding.
  • Avantax Advisory Services first reported a position in Confluent in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Confluent position peaked at $2.04M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.