BF
CFLT

BOK Financial’s Confluent CFLT Stock Holding History

BOK Financial’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
2024
Q3 		– Sell
-10
Closed -$295 – 1396
2024
Q2 		$295 Hold
10
– – ﹤0.01% 1132
2024
Q1 		$298 Buy
10
+2
+25% +$56 ﹤0.01% 1152
2023
Q4 		$187 Buy
+8
New +$193 ﹤0.01% 1241

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BOK Financial's CFLT Position: Q3 2024 in Review

BOK Financial sold out of Confluent (CFLT) in Q3 2024, closing a stake of 10 shares — an estimated $295 sold.

BOK Financial first reported a position in CFLT in Q4 2023 and held it in 3 quarters. The position peaked at $298 in Q1 2024. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

  • BOK Financial reported no remaining Confluent position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 10 Confluent shares in Q3 2024, an estimated $295.
  • BOK Financial first reported a position in Confluent in Q4 2023 and held it in 3 quarters.
  • BOK Financial's Confluent position peaked at $298 in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.