Janney Montgomery Scott
CFLT

Janney Montgomery Scott’s Confluent CFLT Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-13,711
Closed -$305K – 2577
2022
Q4 		$305K Buy
13,711
+68
+0.5% +$1.57K ﹤0.01% 2117
2022
Q3 		$324K Buy
13,643
+7
+0.1% +$189 ﹤0.01% 1956
2022
Q2 		$325K Buy
+13,636
New +$367K ﹤0.01% 1866

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott's CFLT Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Confluent (CFLT) in Q1 2023, closing a stake of 13,711 shares — an estimated $305K sold.

Janney Montgomery Scott first reported a position in CFLT in Q2 2022 and held it in 3 quarters. The position peaked at $325K in Q2 2022. 259 funds tracked by Wall St. Rank hold CFLT as of Q1 2023.

  • Janney Montgomery Scott reported no remaining Confluent position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 13,711 Confluent shares in Q1 2023, an estimated $305K.
  • Janney Montgomery Scott first reported a position in Confluent in Q2 2022 and held it in 3 quarters.
  • Janney Montgomery Scott's Confluent position peaked at $325K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held Confluent as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.