FWM
CFLT

Focused Wealth Management’s Confluent CFLT Stock Holding History

Focused 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
Q2 		– Sell
-3,500
Closed -$82K – 211
2025
Q1 		$82K Buy
+3,500
New +$101K 0.01% 190

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Focused Wealth Management's CFLT Position: Q2 2025 in Review

Focused Wealth Management sold out of Confluent (CFLT) in Q2 2025, closing a stake of 5,445 shares — an estimated $128K sold.

Focused Wealth Management first reported a position in CFLT in Q1 2022 and held it in 9 quarters. The position peaked at $128K in Q1 2025. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Focused Wealth Management reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
  • Focused Wealth Management sold 5,445 Confluent shares in Q2 2025, an estimated $128K.
  • Focused Wealth Management first reported a position in Confluent in Q1 2022 and held it in 9 quarters.
  • Focused Wealth Management's Confluent position peaked at $128K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Focused Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.