Commonwealth Equity Services
CFLT

Commonwealth Equity Services’s Confluent CFLT Stock Holding History

Commonwealth Equity Services’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
-11,557
Closed -$323K – 4190
2024
Q4 		$323K Buy
11,557
+458
+4% +$12.3K ﹤0.01% 3343
2024
Q3 		$226K Sell
11,099
-16,127
-59% -$361K ﹤0.01% 3587
2024
Q2 		$804K Sell
27,226
-5,391
-17% -$155K ﹤0.01% 2443
2024
Q1 		$995K Buy
32,617
+18,391
+129% +$519K ﹤0.01% 2246
2023
Q4 		$333K Sell
14,226
-4,243
-23% -$103K ﹤0.01% 3093
2023
Q3 		$547K Buy
18,469
+8,712
+89% +$292K ﹤0.01% 2518
2023
Q2 		$345K Buy
+9,757
New +$273K ﹤0.01% 2930

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

Commonwealth Equity Services's CFLT Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Confluent (CFLT) in Q1 2025, closing a stake of 11,557 shares — an estimated $323K sold.

Commonwealth Equity Services first reported a position in CFLT in Q2 2023 and held it in 7 quarters. The position peaked at $995K in Q1 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,557 Confluent shares in Q1 2025, an estimated $323K.
  • Commonwealth Equity Services first reported a position in Confluent in Q2 2023 and held it in 7 quarters.
  • Commonwealth Equity Services's Confluent position peaked at $995K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.