PFA
CFLT

Peak Financial Advisors’s Confluent CFLT Stock Holding History

Peak Financial Advisors’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
Q1 		– Sell
-14,975
Closed -$1.14M – 86
2021
Q4 		$1.14M Buy
+14,975
New +$1.08M 0.88% 31

Other funds holding CFLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Peak Financial Advisors's CFLT Position: Q1 2022 in Review

Peak Financial Advisors sold out of Confluent (CFLT) in Q1 2022, closing a stake of 14,975 shares — an estimated $1.14M sold.

Peak Financial Advisors first reported a position in CFLT in Q4 2021 and held it in 1 quarter. The position peaked at $1.14M in Q4 2021. 213 funds tracked by Wall St. Rank hold CFLT as of Q1 2022.

  • Peak Financial Advisors reported no remaining Confluent position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 14,975 Confluent shares in Q1 2022, an estimated $1.14M.
  • Peak Financial Advisors first reported a position in Confluent in Q4 2021 and held it in 1 quarter.
  • Peak Financial Advisors's Confluent position peaked at $1.14M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Confluent as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.