AWM
CFLT

Avior Wealth Management’s Confluent CFLT Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-533
Closed -$14.9K – 1011
2024
Q4 		$14.9K Buy
533
+250
+88% +$6.7K ﹤0.01% 1495
2024
Q3 		$5.77K Buy
+283
New +$6.34K ﹤0.01% 1730

Other funds holding CFLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avior Wealth Management's CFLT Position: Q1 2025 in Review

Avior Wealth Management sold out of Confluent (CFLT) in Q1 2025, closing a stake of 533 shares — an estimated $14.9K sold.

Avior Wealth Management first reported a position in CFLT in Q3 2024 and held it in 2 quarters. The position peaked at $14.9K in Q4 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

  • Avior Wealth Management reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 533 Confluent shares in Q1 2025, an estimated $14.9K.
  • Avior Wealth Management first reported a position in Confluent in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Confluent position peaked at $14.9K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.