GKWIM
CFLT

Gerber Kawasaki Wealth & Investment Management’s Confluent CFLT Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-314
Closed -$18K – 418
2021
Q3 		$18K Buy
+314
New +$16.3K ﹤0.01% 529

Other funds holding CFLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CFLT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Confluent (CFLT) in Q4 2021, closing a stake of 314 shares — an estimated $18K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CFLT in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 184 funds tracked by Wall St. Rank hold CFLT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Confluent position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 314 Confluent shares in Q4 2021, an estimated $18K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Confluent in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Confluent position peaked at $18K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Confluent as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.