HPC
CFLT

HM Payson & Co’s Confluent CFLT Stock Holding History

HM Payson & Co’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
-196
Closed -$4K – 1051
2024
Q3 		$4K Buy
+196
New +$4.39K ﹤0.01% 914
2022
Q1 		– Sell
-604
Closed -$46K – 1064
2021
Q4 		$46K Buy
+604
New +$43.6K ﹤0.01% 618

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

HM Payson & Co's CFLT Position: Q4 2024 in Review

HM Payson & Co sold out of Confluent (CFLT) in Q4 2024, closing a stake of 196 shares — an estimated $4K sold.

HM Payson & Co first reported a position in CFLT in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 386 funds tracked by Wall St. Rank hold CFLT as of Q4 2024.

  • HM Payson & Co reported no remaining Confluent position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 196 Confluent shares in Q4 2024, an estimated $4K.
  • HM Payson & Co first reported a position in Confluent in Q4 2021 and held it in 2 quarters.
  • HM Payson & Co's Confluent position peaked at $46K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Confluent as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.