TWA
CFLT

TCI Wealth Advisors’s Confluent CFLT Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-130
Closed -$3.13K – 562
2023
Q1 		$3.13K Sell
130
-198
-60% -$4.59K ﹤0.01% 1835
2022
Q4 		$7.29K Buy
328
+98
+43% +$2.27K ﹤0.01% 1283
2022
Q3 		$5K Hold
230
– – ﹤0.01% 1433
2022
Q2 		$5K Hold
230
– – ﹤0.01% 1448
2022
Q1 		$9K Buy
+230
New +$12K ﹤0.01% 1143

Other funds holding CFLT

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's CFLT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Confluent (CFLT) in Q2 2023, closing a stake of 130 shares — an estimated $3.13K sold.

TCI Wealth Advisors first reported a position in CFLT in Q1 2022 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 309 funds tracked by Wall St. Rank hold CFLT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Confluent position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 130 Confluent shares in Q2 2023, an estimated $3.13K.
  • TCI Wealth Advisors first reported a position in Confluent in Q1 2022 and held it in 5 quarters.
  • TCI Wealth Advisors's Confluent position peaked at $9K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Confluent as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.