FP
CFLT

Financial Perspectives’s Confluent CFLT Stock Holding History

Financial Perspectives’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
2022
Q4 		– Sell
-75
Closed -$1.78K – 691
2022
Q3 		$1.78K Hold
75
– – ﹤0.01% 587
2022
Q2 		$1.74K Hold
75
– – ﹤0.01% 596
2022
Q1 		$3.08K Buy
+75
New +$3.91K ﹤0.01% 572

Other funds holding CFLT

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Perspectives's CFLT Position: Q4 2022 in Review

Financial Perspectives sold out of Confluent (CFLT) in Q4 2022, closing a stake of 75 shares — an estimated $1.78K sold.

Financial Perspectives first reported a position in CFLT in Q1 2022 and held it in 3 quarters. The position peaked at $3.08K in Q1 2022. 247 funds tracked by Wall St. Rank hold CFLT as of Q4 2022.

  • Financial Perspectives reported no remaining Confluent position as of Q4 2022 after selling out during the quarter.
  • Financial Perspectives sold 75 Confluent shares in Q4 2022, an estimated $1.78K.
  • Financial Perspectives first reported a position in Confluent in Q1 2022 and held it in 3 quarters.
  • Financial Perspectives's Confluent position peaked at $3.08K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Confluent as of Q4 2022.

Based on Financial Perspectives's 13F filing for Q4 2022, filed 10 Jan 2024.