BWP
CFLT

Baldwin Wealth Partners’s Confluent CFLT Stock Holding History

Baldwin Wealth Partners’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
2023
Q2 		– Sell
-200
Closed -$4.81K – 769
2023
Q1 		$4.81K Hold
200
– – ﹤0.01% 675
2022
Q4 		$4.45K Sell
200
-1,200
-86% -$27.8K ﹤0.01% 671
2022
Q3 		$33K Hold
1,400
– – ﹤0.01% 380
2022
Q2 		$33K Buy
+1,400
New +$37.7K ﹤0.01% 410

Other funds holding CFLT

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baldwin Wealth Partners's CFLT Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of Confluent (CFLT) in Q2 2023, closing a stake of 200 shares — an estimated $4.81K sold.

Baldwin Wealth Partners first reported a position in CFLT in Q2 2022 and held it in 4 quarters. The position peaked at $33K in Q3 2022. 309 funds tracked by Wall St. Rank hold CFLT as of Q2 2023.

  • Baldwin Wealth Partners reported no remaining Confluent position as of Q2 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 200 Confluent shares in Q2 2023, an estimated $4.81K.
  • Baldwin Wealth Partners first reported a position in Confluent in Q2 2022 and held it in 4 quarters.
  • Baldwin Wealth Partners's Confluent position peaked at $33K in Q3 2022.
  • 309 funds tracked by Wall St. Rank held Confluent as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.