PMFA
CFLT

Plante Moran Financial Advisors’s Confluent CFLT Stock Holding History

Plante Moran 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
2024
Q1 		– Sell
-247
Closed -$5.78K – 859
2023
Q4 		$5.78K Buy
+247
New +$5.97K ﹤0.01% 632
2023
Q3 		– Sell
-50
Closed -$1.77K – 780
2023
Q2 		$1.77K Buy
+50
New +$1.4K ﹤0.01% 695

Other funds holding CFLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Plante Moran Financial Advisors's CFLT Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Confluent (CFLT) in Q1 2024, closing a stake of 247 shares — an estimated $5.78K sold.

Plante Moran Financial Advisors first reported a position in CFLT in Q2 2023 and held it in 2 quarters. The position peaked at $5.78K in Q4 2023. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Confluent position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 247 Confluent shares in Q1 2024, an estimated $5.78K.
  • Plante Moran Financial Advisors first reported a position in Confluent in Q2 2023 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Confluent position peaked at $5.78K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.