CNWM
CFLT

Clay Northam Wealth Management’s Confluent CFLT Stock Holding History

Clay Northam 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
2026
Q1 		– Sell
-15,100
Closed -$457K – 105
2025
Q4 		$457K Sell
15,100
-5,000
-25% -$123K 0.25% 55
2025
Q3 		$398K Hold
20,100
– – 0.23% 60
2025
Q2 		$501K Sell
20,100
-200
-1% -$4.51K 0.32% 50
2025
Q1 		$476K Sell
20,300
-3,550
-15% -$103K 0.33% 50
2024
Q4 		$667K Hold
23,850
– – 0.43% 35
2024
Q3 		$486K Buy
23,850
+100
+0.4% +$2.24K 0.33% 42
2024
Q2 		$701K Sell
23,750
-300
-1% -$8.62K 0.53% 30
2024
Q1 		$734K Hold
24,050
– – 0.59% 25
2023
Q4 		$563K Buy
24,050
+300
+1% +$7.25K 0.5% 35
2023
Q3 		$703K Hold
23,750
– – 0.7% 23
2023
Q2 		$839K Hold
23,750
– – 0.8% 24
2023
Q1 		$572K Hold
23,750
– – 0.59% 26
2022
Q4 		$528K Hold
23,750
– – 0.61% 30
2022
Q3 		$565K Hold
23,750
– – 0.71% 29
2022
Q2 		$552K Buy
+23,750
New +$639K 0.69% 30
2022
Q1 		– Sell
-28,645
Closed -$2.18M – 83
2021
Q4 		$2.18M Buy
+28,645
New +$2.07M 2.06% 10

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clay Northam Wealth Management's CFLT Position: Q1 2026 in Review

Clay Northam Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 15,100 shares — an estimated $457K sold.

Clay Northam Wealth Management first reported a position in CFLT in Q4 2021 and held it in 16 quarters. The position peaked at $2.18M in Q4 2021. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Clay Northam Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Clay Northam Wealth Management sold 15,100 Confluent shares in Q1 2026, an estimated $457K.
  • Clay Northam Wealth Management first reported a position in Confluent in Q4 2021 and held it in 16 quarters.
  • Clay Northam Wealth Management's Confluent position peaked at $2.18M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.