TFA
CFLT

Toth Financial Advisory’s Confluent CFLT Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-500
Closed -$10.2K – 709
2024
Q3 		$10.2K Hold
500
– – ﹤0.01% 455
2024
Q2 		$14.8K Hold
500
– – ﹤0.01% 429
2024
Q1 		$15.3K Buy
+500
New +$14.1K ﹤0.01% 414
2022
Q2 		– Sell
-55
Closed -$2K – 705
2022
Q1 		$2K Buy
+55
New +$2.87K ﹤0.01% 612

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Toth Financial Advisory's CFLT Position: Q4 2024 in Review

Toth Financial Advisory sold out of Confluent (CFLT) in Q4 2024, closing a stake of 500 shares — an estimated $10.2K sold.

Toth Financial Advisory first reported a position in CFLT in Q1 2022 and held it in 4 quarters. The position peaked at $15.3K in Q1 2024. 386 funds tracked by Wall St. Rank hold CFLT as of Q4 2024.

  • Toth Financial Advisory reported no remaining Confluent position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 500 Confluent shares in Q4 2024, an estimated $10.2K.
  • Toth Financial Advisory first reported a position in Confluent in Q1 2022 and held it in 4 quarters.
  • Toth Financial Advisory's Confluent position peaked at $15.3K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Confluent as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.