GWP
CFLT

Gen-Wealth Partners’s Confluent CFLT Stock Holding History

Gen-Wealth Partners’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
Q2 		– Sell
-2,280
Closed -$69.6K – 657
2024
Q1 		$69.6K Buy
+2,280
New +$64.4K 0.03% 345

Other funds holding CFLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gen-Wealth Partners's CFLT Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Confluent (CFLT) in Q2 2024, closing a stake of 2,280 shares — an estimated $69.6K sold.

Gen-Wealth Partners first reported a position in CFLT in Q1 2024 and held it in 1 quarter. The position peaked at $69.6K in Q1 2024. 373 funds tracked by Wall St. Rank hold CFLT as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Confluent position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,280 Confluent shares in Q2 2024, an estimated $69.6K.
  • Gen-Wealth Partners first reported a position in Confluent in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Confluent position peaked at $69.6K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held Confluent as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.