BFG
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Bleakley Financial Group’s Cloudflare NET Stock Holding History

Bleakley Financial Group’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,199
Closed -$452K – 818
2024
Q4 		$452K Buy
4,199
+579
+16% +$56.6K 0.01% 656
2024
Q3 		$293K Buy
3,620
+313
+9% +$25.2K 0.01% 791
2024
Q2 		$274K Sell
3,307
-22
-0.7% -$1.77K 0.01% 781
2024
Q1 		$322K Buy
3,329
+178
+6% +$16.1K 0.01% 738
2023
Q4 		$262K Buy
+3,151
New +$220K 0.01% 770
2023
Q3 		– Sell
-3,199
Closed -$209K – 933
2023
Q2 		$209K Buy
+3,199
New +$191K 0.01% 834

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Baillie Gifford & Co
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Morgan Stanley
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return