CWC
CFLT

Carolinas Wealth Consulting’s Confluent CFLT Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,696
Closed -$39.8K – 146
2025
Q1 		$39.8K Hold
1,696
– – 0.01% 381
2024
Q4 		$47.4K Hold
1,696
– – 0.01% 369
2024
Q3 		$34.6K Hold
1,696
– – 0.01% 413
2024
Q2 		$50.1K Hold
1,696
– – 0.01% 365
2024
Q1 		$51.8K Hold
1,696
– – 0.01% 367
2023
Q4 		$39.7K Hold
1,696
– – 0.01% 368
2023
Q3 		$49K Buy
+1,696
New +$56.8K 0.01% 312

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Carolinas Wealth Consulting's CFLT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Confluent (CFLT) in Q2 2025, closing a stake of 1,696 shares — an estimated $39.8K sold.

Carolinas Wealth Consulting first reported a position in CFLT in Q3 2023 and held it in 7 quarters. The position peaked at $51.8K in Q1 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,696 Confluent shares in Q2 2025, an estimated $39.8K.
  • Carolinas Wealth Consulting first reported a position in Confluent in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Confluent position peaked at $51.8K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.