PWP
CFLT

Pursue Wealth Partners’s Confluent CFLT Stock Holding History

Pursue Wealth Partners’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
Q4 		– Sell
-139,767
Closed -$2.85M – 120
2024
Q3 		$2.85M Sell
139,767
-75,434
-35% -$1.69M 1.56% 20
2024
Q2 		$6.35M Buy
215,201
+135,330
+169% +$3.89M 3.47% 6
2024
Q1 		$2.44M Sell
79,871
-25,593
-24% -$722K 1.43% 22
2023
Q4 		$2.47M Sell
105,464
-26,462
-20% -$639K 1.6% 20
2023
Q3 		$3.91M Buy
+131,926
New +$4.42M 2.77% 10
2022
Q2 		– Sell
-78,928
Closed -$3.08M – 134
2022
Q1 		$3.08M Sell
78,928
-17,074
-18% -$890K 1.27% 19
2021
Q4 		$7.32M Buy
+96,002
New +$6.92M 2.83% 6

Other funds holding CFLT

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

Pursue Wealth Partners's CFLT Position: Q4 2024 in Review

Pursue Wealth Partners sold out of Confluent (CFLT) in Q4 2024, closing a stake of 139,767 shares — an estimated $2.85M sold.

Pursue Wealth Partners first reported a position in CFLT in Q4 2021 and held it in 7 quarters. The position peaked at $7.32M in Q4 2021. 386 funds tracked by Wall St. Rank hold CFLT as of Q4 2024.

  • Pursue Wealth Partners reported no remaining Confluent position as of Q4 2024 after selling out during the quarter.
  • Pursue Wealth Partners sold 139,767 Confluent shares in Q4 2024, an estimated $2.85M.
  • Pursue Wealth Partners first reported a position in Confluent in Q4 2021 and held it in 7 quarters.
  • Pursue Wealth Partners's Confluent position peaked at $7.32M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Confluent as of Q4 2024.

Based on Pursue Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.