KI
CFLT

Kula Investments’s Confluent CFLT Stock Holding History

Kula Investments’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 		$649K Buy
26,962
+16,131
+149% +$374K 0.16% 236
2022
Q4 		$241K Buy
+10,831
New +$251K 0.07% 457

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

Kula Investments's CFLT Position: Q1 2023 in Review

Kula Investments increased its Confluent (CFLT) stake by 149% in Q1 2023, buying an estimated $374K and bringing the position to 26,962 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #236.

Kula Investments first reported a position in CFLT in Q4 2022 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold CFLT as of Q1 2023.

  • Kula Investments held 26,962 shares of Confluent worth $649K as of Q1 2023.
  • Kula Investments bought 16,131 Confluent shares in Q1 2023, an estimated $374K.
  • Confluent made up 0.16% of Kula Investments's portfolio in Q1 2023, its #236 holding.
  • Kula Investments first reported a position in Confluent in Q4 2022 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Confluent as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.