SFS
CFLT

Sowell Financial Services’s Confluent CFLT Stock Holding History

Sowell Financial Services’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
2022
Q1 		– Sell
-39,377
Closed -$3M – 213
2021
Q4 		$3M Buy
+39,377
New +$2.84M 0.17% 136

Other funds holding CFLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Sowell Financial Services's CFLT Position: Q1 2022 in Review

Sowell Financial Services sold out of Confluent (CFLT) in Q1 2022, closing a stake of 39,377 shares — an estimated $3M sold.

Sowell Financial Services first reported a position in CFLT in Q4 2021 and held it in 1 quarter. The position peaked at $3M in Q4 2021. 213 funds tracked by Wall St. Rank hold CFLT as of Q1 2022.

  • Sowell Financial Services reported no remaining Confluent position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 39,377 Confluent shares in Q1 2022, an estimated $3M.
  • Sowell Financial Services first reported a position in Confluent in Q4 2021 and held it in 1 quarter.
  • Sowell Financial Services's Confluent position peaked at $3M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Confluent as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.