PCMC
CFLT

Planning Capital Management Corporation’s Confluent CFLT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$16.6K Hold
813
– – 0.01% 344
2024
Q2 		$24K Hold
813
– – 0.02% 257
2024
Q1 		$24.8K Buy
+813
New +$22.9K 0.02% 255

Other funds holding CFLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Planning Capital Management Corporation's CFLT Position: Q3 2024 in Review

Planning Capital Management Corporation held its Confluent (CFLT) position steady in Q3 2024 at 813 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #344.

Planning Capital Management Corporation first reported a position in CFLT in Q1 2024 and has held it in 3 quarters since. The position peaked at $24.8K in Q1 2024. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

  • Planning Capital Management Corporation held 813 shares of Confluent worth $16.6K as of Q3 2024.
  • Planning Capital Management Corporation left its Confluent share count unchanged in Q3 2024.
  • Confluent made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #344 holding.
  • Planning Capital Management Corporation first reported a position in Confluent in Q1 2024 and has held it in 3 quarters since.
  • Planning Capital Management Corporation's Confluent position peaked at $24.8K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.