BCA
CFLT

Berman Capital Advisors’s Confluent CFLT Stock Holding History

Berman Capital 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
2021
Q3 		$375K Buy
6,290
+2,790
+80% +$145K 0.06% 167
2021
Q2 		$166K Buy
+3,500
New +$169K 0.03% 268

Other funds holding CFLT

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Berman Capital Advisors's CFLT Position: Q3 2021 in Review

Berman Capital Advisors increased its Confluent (CFLT) stake by 80% in Q3 2021, buying an estimated $145K and bringing the position to 6,290 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #167.

Berman Capital Advisors first reported a position in CFLT in Q2 2021 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold CFLT as of Q3 2021.

  • Berman Capital Advisors held 6,290 shares of Confluent worth $375K as of Q3 2021.
  • Berman Capital Advisors bought 2,790 Confluent shares in Q3 2021, an estimated $145K.
  • Confluent made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #167 holding.
  • Berman Capital Advisors first reported a position in Confluent in Q2 2021 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Confluent as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.