CA
CFLT

Cetera Advisors’s Confluent CFLT Stock Holding History

Cetera Advisors’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 		$976K Buy
31,971
+21,646
+210% +$611K 0.01% 1174
2023
Q4 		$242K Buy
+10,325
New +$249K ﹤0.01% 1544

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

Cetera Advisors's CFLT Position: Q1 2024 in Review

Cetera Advisors increased its Confluent (CFLT) stake by 210% in Q1 2024, buying an estimated $611K and bringing the position to 31,971 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #1174.

Cetera Advisors first reported a position in CFLT in Q4 2023 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2024.

  • Cetera Advisors held 31,971 shares of Confluent worth $976K as of Q1 2024.
  • Cetera Advisors bought 21,646 Confluent shares in Q1 2024, an estimated $611K.
  • Confluent made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1174 holding.
  • Cetera Advisors first reported a position in Confluent in Q4 2023 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.