CWM
CFLT

Cedar Wealth Management’s Confluent CFLT Stock Holding History

Cedar Wealth Management’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
Q1 		– Sell
-16,367
Closed -$458K – 196
2024
Q4 		$458K Hold
16,367
– – 0.17% 49
2024
Q3 		$334K Sell
16,367
-814
-5% -$18.2K 0.1% 83
2024
Q2 		$507K Buy
17,181
+50
+0.3% +$1.44K 0.16% 73
2024
Q1 		$523K Buy
17,131
+5,049
+42% +$143K 0.17% 68
2023
Q4 		$283K Buy
+12,082
New +$292K 0.1% 88
2023
Q2 		– Sell
-12,552
Closed -$302K – 301
2023
Q1 		$302K Buy
+12,552
New +$291K 0.12% 78
2022
Q3 		– Sell
-24,502
Closed -$569K – 336
2022
Q2 		$569K Buy
+24,502
New +$660K 0.26% 58

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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cedar Wealth Management's CFLT Position: Q1 2025 in Review

Cedar Wealth Management sold out of Confluent (CFLT) in Q1 2025, closing a stake of 16,367 shares — an estimated $458K sold.

Cedar Wealth Management first reported a position in CFLT in Q2 2022 and held it in 7 quarters. The position peaked at $569K in Q2 2022. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

  • Cedar Wealth Management reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
  • Cedar Wealth Management sold 16,367 Confluent shares in Q1 2025, an estimated $458K.
  • Cedar Wealth Management first reported a position in Confluent in Q2 2022 and held it in 7 quarters.
  • Cedar Wealth Management's Confluent position peaked at $569K in Q2 2022.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.