BWA
CFLT

Basecamp Wealth Advisors’s Confluent CFLT Stock Holding History

Basecamp Wealth Advisors’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
2026
Q1 		– Sell
-201
Closed -$6.08K – 2048
2025
Q4 		$6.08K Buy
+201
New +$4.93K ﹤0.01% 1110

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Basecamp Wealth Advisors's CFLT Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 201 shares — an estimated $6.08K sold.

Basecamp Wealth Advisors first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $6.08K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 201 Confluent shares in Q1 2026, an estimated $6.08K.
  • Basecamp Wealth Advisors first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Confluent position peaked at $6.08K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.