CSC
CFLT

Caldwell Sutter Capital’s Confluent CFLT Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-36
Closed -$842 – 927
2023
Q4 		$842 Buy
+36
New +$870 ﹤0.01% 845

Other funds holding CFLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Caldwell Sutter Capital's CFLT Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Confluent (CFLT) in Q1 2024, closing a stake of 36 shares — an estimated $842 sold.

Caldwell Sutter Capital first reported a position in CFLT in Q4 2023 and held it in 1 quarter. The position peaked at $842 in Q4 2023. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining Confluent position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 36 Confluent shares in Q1 2024, an estimated $842.
  • Caldwell Sutter Capital first reported a position in Confluent in Q4 2023 and held it in 1 quarter.
  • Caldwell Sutter Capital's Confluent position peaked at $842 in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.