IFAM
CFLT

Institutional & Family Asset Management’s Confluent CFLT Stock Holding History

Institutional & Family Asset 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
2023
Q4 		– Sell
-12
Closed -$355 – 718
2023
Q3 		$355 Hold
12
– – ﹤0.01% 681
2023
Q2 		$424 Buy
+12
New +$336 ﹤0.01% 699

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 $6.73T AUM 46.02% 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

Institutional & Family Asset Management's CFLT Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Confluent (CFLT) in Q4 2023, closing a stake of 12 shares — an estimated $355 sold.

Institutional & Family Asset Management first reported a position in CFLT in Q2 2023 and held it in 2 quarters. The position peaked at $424 in Q2 2023. 365 funds tracked by Wall St. Rank hold CFLT as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining Confluent position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 12 Confluent shares in Q4 2023, an estimated $355.
  • Institutional & Family Asset Management first reported a position in Confluent in Q2 2023 and held it in 2 quarters.
  • Institutional & Family Asset Management's Confluent position peaked at $424 in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Confluent as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.