Lake Point Wealth Management’s Confluent CFLT Stock Holding History

Lake Point Wealth 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
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	224
2022 Q1	$8K	Buy	+200	New	+$10.4K	﹤0.01%	186

Other funds holding CFLT

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lake Point Wealth Management's CFLT Position: Q2 2022 in Review

Lake Point Wealth Management held its Confluent (CFLT) position steady in Q2 2022 at 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Lake Point Wealth Management first reported a position in CFLT in Q1 2022 and has held it in 2 quarters since. The position peaked at $8K in Q1 2022. 200 funds tracked by Wall St. Rank hold CFLT as of Q2 2022.

Lake Point Wealth Management held 200 shares of Confluent worth $5K as of Q2 2022.
Lake Point Wealth Management left its Confluent share count unchanged in Q2 2022.
Confluent made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #224 holding.
Lake Point Wealth Management first reported a position in Confluent in Q1 2022 and has held it in 2 quarters since.
Lake Point Wealth Management's Confluent position peaked at $8K in Q1 2022.
200 funds tracked by Wall St. Rank held Confluent as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.