NSG
CFLT

Nalls Sherbakoff Group’s Confluent CFLT Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$281 Sell
12
-11
-48% -$266 ﹤0.01% 437
2023
Q3 		$682 Hold
23
– – ﹤0.01% 417
2023
Q2 		$731 Hold
23
– – ﹤0.01% 435
2023
Q1 		$523 Buy
+23
New +$533 ﹤0.01% 483

Other funds holding CFLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nalls Sherbakoff Group's CFLT Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Confluent (CFLT) stake by 48% in Q4 2023, selling an estimated $266 and leaving 12 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Nalls Sherbakoff Group first reported a position in CFLT in Q1 2023 and has held it in 4 quarters since. The position peaked at $731 in Q2 2023. 365 funds tracked by Wall St. Rank hold CFLT as of Q4 2023.

  • Nalls Sherbakoff Group held 12 shares of Confluent worth $281 as of Q4 2023.
  • Nalls Sherbakoff Group sold 11 Confluent shares in Q4 2023, an estimated $266.
  • Confluent made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #437 holding.
  • Nalls Sherbakoff Group first reported a position in Confluent in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Confluent position peaked at $731 in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Confluent as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.