CFM Wealth Partners
NET icon

CFM Wealth Partners’s Cloudflare NET Stock Holding History

CFM Wealth Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-34,211
Closed -$3.31M – 153
2024
Q1 		$3.31M Sell
34,211
-1,089
-3% -$98.6K 0.66% 40
2023
Q4 		$2.94M Buy
35,300
+382
+1% +$26.7K 0.66% 42
2023
Q3 		$2.2M Sell
34,918
-400
-1% -$25.6K 0.58% 47
2023
Q2 		$2.31M Sell
35,318
-253
-0.7% -$15.1K 0.56% 49
2023
Q1 		$2.19M Sell
35,571
-42
-0.1% -$2.3K 0.59% 48
2022
Q4 		$1.61M Sell
35,613
-1,777
-5% -$87.9K 0.48% 57
2022
Q3 		$2.07M Buy
37,390
+2,162
+6% +$128K 0.66% 44
2022
Q2 		$1.54M Sell
35,228
-533
-1% -$38.4K 0.46% 56
2022
Q1 		$4.28M Sell
35,761
-954
-3% -$99.5K 1.02% 22
2021
Q4 		$4.63M Buy
36,715
+1,877
+5% +$315K 1.03% 24
2021
Q3 		$3.92M Buy
34,838
+1,718
+5% +$205K 0.99% 25
2021
Q2 		$3.5M Buy
33,120
+884
+3% +$73.2K 0.93% 26
2021
Q1 		$2.26M Buy
32,236
+3,228
+11% +$249K 0.68% 41
2020
Q4 		$2.2M Buy
+29,008
New +$1.9M 0.7% 38

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CFM Wealth Partners's NET Position: Q2 2024 in Review

CFM Wealth Partners sold out of Cloudflare (NET) in Q2 2024, closing a stake of 34,211 shares — an estimated $3.31M sold.

CFM Wealth Partners first reported a position in NET in Q4 2020 and held it in 14 quarters. The position peaked at $4.63M in Q4 2021. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

  • CFM Wealth Partners reported no remaining Cloudflare position as of Q2 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 34,211 Cloudflare shares in Q2 2024, an estimated $3.31M.
  • CFM Wealth Partners first reported a position in Cloudflare in Q4 2020 and held it in 14 quarters.
  • CFM Wealth Partners's Cloudflare position peaked at $4.63M in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

Based on CFM Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.