PCA
CFLT

Personal Capital Advisors’s Confluent CFLT Stock Holding History

Personal Capital 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
Q4 		$419K Hold
18,839
– – ﹤0.01% 329
2022
Q3 		$448K Hold
18,839
– – ﹤0.01% 302
2022
Q2 		$438K Hold
18,839
– – ﹤0.01% 289
2022
Q1 		$772K Hold
18,839
– – ﹤0.01% 265
2021
Q4 		$1.44M Buy
+18,839
New +$1.36M 0.01% 245

Other funds holding CFLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Capital Advisors's CFLT Position: Q4 2022 in Review

Personal Capital Advisors held its Confluent (CFLT) position steady in Q4 2022 at 18,839 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Personal Capital Advisors first reported a position in CFLT in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.44M in Q4 2021. 246 funds tracked by Wall St. Rank hold CFLT as of Q4 2022.

  • Personal Capital Advisors held 18,839 shares of Confluent worth $419K as of Q4 2022.
  • Personal Capital Advisors left its Confluent share count unchanged in Q4 2022.
  • Confluent made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #329 holding.
  • Personal Capital Advisors first reported a position in Confluent in Q4 2021 and has held it in 5 quarters since.
  • Personal Capital Advisors's Confluent position peaked at $1.44M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Confluent as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.