SHIM
CFLT

Stone House Investment Management’s Confluent CFLT Stock Holding History

Stone House Investment Management’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
2023
Q4 		– Sell
-42
Closed -$1.24K – 324
2023
Q3 		$1.24K Buy
+42
New +$1.41K ﹤0.01% 288

Other funds holding CFLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stone House Investment Management's CFLT Position: Q4 2023 in Review

Stone House Investment Management sold out of Confluent (CFLT) in Q4 2023, closing a stake of 42 shares — an estimated $1.24K sold.

Stone House Investment Management first reported a position in CFLT in Q3 2023 and held it in 1 quarter. The position peaked at $1.24K in Q3 2023. 365 funds tracked by Wall St. Rank hold CFLT as of Q4 2023.

  • Stone House Investment Management reported no remaining Confluent position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 42 Confluent shares in Q4 2023, an estimated $1.24K.
  • Stone House Investment Management first reported a position in Confluent in Q3 2023 and held it in 1 quarter.
  • Stone House Investment Management's Confluent position peaked at $1.24K in Q3 2023.
  • 365 funds tracked by Wall St. Rank held Confluent as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.