DWM
CFLT

Dogwood Wealth Management’s Confluent CFLT Stock Holding History

Dogwood 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
2025
Q1 		– Sell
-100
Closed -$2.8K – 536
2024
Q4 		$2.8K Buy
+100
New +$2.68K ﹤0.01% 222

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

Dogwood Wealth Management's CFLT Position: Q1 2025 in Review

Dogwood Wealth Management sold out of Confluent (CFLT) in Q1 2025, closing a stake of 100 shares — an estimated $2.8K sold.

Dogwood Wealth Management first reported a position in CFLT in Q4 2024 and held it in 1 quarter. The position peaked at $2.8K in Q4 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

  • Dogwood Wealth Management reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 100 Confluent shares in Q1 2025, an estimated $2.8K.
  • Dogwood Wealth Management first reported a position in Confluent in Q4 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Confluent position peaked at $2.8K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Dogwood Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.