TSWM
CFLT

Tyler-Stone Wealth Management’s Confluent CFLT Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-71
Closed -$2.1K – 412
2024
Q2 		$2.1K Hold
71
– – ﹤0.01% 846
2024
Q1 		$2.17K Hold
71
– – ﹤0.01% 841
2023
Q4 		$1.66K Hold
71
– – ﹤0.01% 825
2023
Q3 		$2K Hold
71
– – ﹤0.01% 800
2023
Q2 		$3K Buy
+71
New +$1.99K ﹤0.01% 754
2022
Q4 		$2K Hold
71
– – ﹤0.01% 739
2022
Q3 		$2K Hold
71
– – ﹤0.01% 734
2022
Q2 		$2K Buy
+71
New +$1.91K ﹤0.01% 747

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

Tyler-Stone Wealth Management's CFLT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Confluent (CFLT) in Q3 2024, closing a stake of 71 shares — an estimated $2.1K sold.

Tyler-Stone Wealth Management first reported a position in CFLT in Q2 2022 and held it in 8 quarters. The position peaked at $3K in Q2 2023. 343 funds tracked by Wall St. Rank hold CFLT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Confluent position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 71 Confluent shares in Q3 2024, an estimated $2.1K.
  • Tyler-Stone Wealth Management first reported a position in Confluent in Q2 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's Confluent position peaked at $3K in Q2 2023.
  • 343 funds tracked by Wall St. Rank held Confluent as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.