KFS
CFLT

Kelly Financial Services’s Confluent CFLT Stock Holding History

Kelly Financial Services’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
-82
Closed -$2.42K – 217
2024
Q2 		$2.42K Hold
82
– – ﹤0.01% 567
2024
Q1 		$2.5K Buy
82
+6
+8% +$169 ﹤0.01% 568
2023
Q4 		$1.78K Buy
76
+14
+23% +$338 ﹤0.01% 595
2023
Q3 		$1.84K Buy
+62
New +$2.08K ﹤0.01% 555

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

Kelly Financial Services's CFLT Position: Q3 2024 in Review

Kelly Financial Services sold out of Confluent (CFLT) in Q3 2024, closing a stake of 82 shares — an estimated $2.42K sold.

Kelly Financial Services first reported a position in CFLT in Q3 2023 and held it in 4 quarters. The position peaked at $2.5K in Q1 2024. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

  • Kelly Financial Services reported no remaining Confluent position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 82 Confluent shares in Q3 2024, an estimated $2.42K.
  • Kelly Financial Services first reported a position in Confluent in Q3 2023 and held it in 4 quarters.
  • Kelly Financial Services's Confluent position peaked at $2.5K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.