RAG
CFLT

RIA Advisory Group’s Confluent CFLT Stock Holding History

RIA Advisory Group’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 		$280K Buy
+9,176
New +$259K 0.11% 108

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

RIA Advisory Group's CFLT Position: Q1 2024 in Review

RIA Advisory Group opened a new position in Confluent (CFLT) in Q1 2024: 9,176 shares worth $280K. The stake represents 0.11% of the portfolio and ranks #108 among its holdings.

400 funds tracked by Wall St. Rank hold CFLT as of Q1 2024.

  • RIA Advisory Group held 9,176 shares of Confluent worth $280K as of Q1 2024.
  • Confluent was a new RIA Advisory Group position in Q1 2024.
  • Confluent made up 0.11% of RIA Advisory Group's portfolio in Q1 2024, its #108 holding.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.