IPW
CFLT

Impact Partnership Wealth’s Confluent CFLT Stock Holding History

Impact Partnership 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
2023
Q4 		– Sell
-20
Closed -$592 – 873
2023
Q3 		$592 Hold
20
– – ﹤0.01% 927
2023
Q2 		$706 Buy
+20
New +$560 ﹤0.01% 835

Other funds holding CFLT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impact Partnership Wealth's CFLT Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Confluent (CFLT) in Q4 2023, closing a stake of 20 shares — an estimated $592 sold.

Impact Partnership Wealth first reported a position in CFLT in Q2 2023 and held it in 2 quarters. The position peaked at $706 in Q2 2023. 365 funds tracked by Wall St. Rank hold CFLT as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Confluent position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 20 Confluent shares in Q4 2023, an estimated $592.
  • Impact Partnership Wealth first reported a position in Confluent in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Confluent position peaked at $706 in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Confluent as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.