IWM
CFLT

IHT Wealth Management’s Confluent CFLT Stock Holding History

IHT 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
2024
Q3 		– Sell
-7,080
Closed -$209K – 1151
2024
Q2 		$209K Buy
+7,080
New +$203K 0.01% 944

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IHT Wealth Management's CFLT Position: Q3 2024 in Review

IHT Wealth Management sold out of Confluent (CFLT) in Q3 2024, closing a stake of 7,080 shares — an estimated $209K sold.

IHT Wealth Management first reported a position in CFLT in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

  • IHT Wealth Management reported no remaining Confluent position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 7,080 Confluent shares in Q3 2024, an estimated $209K.
  • IHT Wealth Management first reported a position in Confluent in Q2 2024 and held it in 1 quarter.
  • IHT Wealth Management's Confluent position peaked at $209K in Q2 2024.
  • 343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.