Claro Advisors’s Confluent CFLT Stock Holding History

Claro 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 Q3	–	Sell	-14,372	Closed	-$424K	–	517
2024 Q2	$424K	Buy	+14,372	New	+$413K	0.07%	254

Other funds holding CFLT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Claro Advisors's CFLT Position: Q3 2024 in Review

Claro Advisors sold out of Confluent (CFLT) in Q3 2024, closing a stake of 14,372 shares — an estimated $424K sold.

Claro Advisors first reported a position in CFLT in Q2 2024 and held it in 1 quarter. The position peaked at $424K in Q2 2024. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

Claro Advisors reported no remaining Confluent position as of Q3 2024 after selling out during the quarter.
Claro Advisors sold 14,372 Confluent shares in Q3 2024, an estimated $424K.
Claro Advisors first reported a position in Confluent in Q2 2024 and held it in 1 quarter.
Claro Advisors's Confluent position peaked at $424K in Q2 2024.
343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on Claro Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.