FDW
CFLT

Fourth Dimension Wealth’s Confluent CFLT Stock Holding History

Fourth Dimension Wealth’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
2026
Q1 		– Sell
-171
Closed -$5.17K – 602
2025
Q4 		$5.17K Hold
171
– – ﹤0.01% 482
2025
Q3 		$3.39K Hold
171
– – ﹤0.01% 510
2025
Q2 		$4.26K Sell
171
-88
-34% -$1.98K ﹤0.01% 498
2025
Q1 		$6.07K Hold
259
– – ﹤0.01% 477
2024
Q4 		$7.24K Buy
+259
New +$6.94K ﹤0.01% 462

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Fourth Dimension Wealth's CFLT Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 171 shares — an estimated $5.17K sold.

Fourth Dimension Wealth first reported a position in CFLT in Q4 2024 and held it in 5 quarters. The position peaked at $7.24K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Fourth Dimension Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 171 Confluent shares in Q1 2026, an estimated $5.17K.
  • Fourth Dimension Wealth first reported a position in Confluent in Q4 2024 and held it in 5 quarters.
  • Fourth Dimension Wealth's Confluent position peaked at $7.24K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.