RA
CFLT

Rise Advisors’s Confluent CFLT Stock Holding History

Rise 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
Q3 		– Sell
-50
Closed -$1.48K – 1234
2024
Q2 		$1.48K Hold
50
– – ﹤0.01% 1137
2024
Q1 		$1.53K Hold
50
– – ﹤0.01% 1157
2023
Q4 		$1.17K Hold
50
– – ﹤0.01% 509
2023
Q3 		$1.48K Hold
50
– – ﹤0.01% 497
2023
Q2 		$1.77K Hold
50
– – ﹤0.01% 530
2023
Q1 		$1.2K Hold
50
– – ﹤0.01% 637
2022
Q4 		$1.11K Hold
50
– – ﹤0.01% 638
2022
Q3 		$1K Hold
50
– – ﹤0.01% 605
2022
Q2 		$1K Hold
50
– – ﹤0.01% 614
2022
Q1 		$2K Buy
+50
New +$2.61K ﹤0.01% 524

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
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

Rise Advisors's CFLT Position: Q3 2024 in Review

Rise Advisors sold out of Confluent (CFLT) in Q3 2024, closing a stake of 50 shares — an estimated $1.48K sold.

Rise Advisors first reported a position in CFLT in Q1 2022 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

  • Rise Advisors reported no remaining Confluent position as of Q3 2024 after selling out during the quarter.
  • Rise Advisors sold 50 Confluent shares in Q3 2024, an estimated $1.48K.
  • Rise Advisors first reported a position in Confluent in Q1 2022 and held it in 10 quarters.
  • Rise Advisors's Confluent position peaked at $2K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.