FCAS
CFLT

First Command Advisory Services’s Confluent CFLT Stock Holding History

First Command Advisory 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
2024
Q4 		– Sell
-15
Closed -$306 – 448
2024
Q3 		$306 Hold
15
– – ﹤0.01% 452
2024
Q2 		$443 Buy
+15
New +$431 ﹤0.01% 479

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Command Advisory Services's CFLT Position: Q4 2024 in Review

First Command Advisory Services sold out of Confluent (CFLT) in Q4 2024, closing a stake of 15 shares — an estimated $306 sold.

First Command Advisory Services first reported a position in CFLT in Q2 2024 and held it in 2 quarters. The position peaked at $443 in Q2 2024. 386 funds tracked by Wall St. Rank hold CFLT as of Q4 2024.

  • First Command Advisory Services reported no remaining Confluent position as of Q4 2024 after selling out during the quarter.
  • First Command Advisory Services sold 15 Confluent shares in Q4 2024, an estimated $306.
  • First Command Advisory Services first reported a position in Confluent in Q2 2024 and held it in 2 quarters.
  • First Command Advisory Services's Confluent position peaked at $443 in Q2 2024.
  • 386 funds tracked by Wall St. Rank held Confluent as of Q4 2024.

Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.