JIR
CFLT

James Investment Research’s Confluent CFLT Stock Holding History

James Investment Research’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
2022
Q3 		– Sell
-1,356
Closed -$32K – 528
2022
Q2 		$32K Buy
1,356
+1,190
+717% +$32K ﹤0.01% 392
2022
Q1 		$7K Sell
166
-644
-80% -$33.6K ﹤0.01% 454
2021
Q4 		$62K Buy
+810
New +$58.4K 0.01% 364

Other funds holding CFLT

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

James Investment Research's CFLT Position: Q3 2022 in Review

James Investment Research sold out of Confluent (CFLT) in Q3 2022, closing a stake of 1,356 shares — an estimated $32K sold.

James Investment Research first reported a position in CFLT in Q4 2021 and held it in 3 quarters. The position peaked at $62K in Q4 2021. 236 funds tracked by Wall St. Rank hold CFLT as of Q3 2022.

  • James Investment Research reported no remaining Confluent position as of Q3 2022 after selling out during the quarter.
  • James Investment Research sold 1,356 Confluent shares in Q3 2022, an estimated $32K.
  • James Investment Research first reported a position in Confluent in Q4 2021 and held it in 3 quarters.
  • James Investment Research's Confluent position peaked at $62K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Confluent as of Q3 2022.

Based on James Investment Research's 13F filing for Q3 2022, filed 31 Oct 2022.