WAP
CFLT

Wealthcare Advisory Partners’s Confluent CFLT Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-10,056
Closed -$251K – 1024
2025
Q2 		$251K Buy
10,056
+40
+0.4% +$902 0.01% 851
2025
Q1 		$235K Sell
10,016
-162
-2% -$4.69K 0.01% 827
2024
Q4 		$285K Sell
10,178
-42
-0.4% -$1.13K 0.01% 730
2024
Q3 		$208K Sell
10,220
-1,264
-11% -$28.3K 0.01% 822
2024
Q2 		$339K Buy
+11,484
New +$330K 0.01% 639

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's CFLT Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Confluent (CFLT) in Q3 2025, closing a stake of 10,056 shares — an estimated $251K sold.

Wealthcare Advisory Partners first reported a position in CFLT in Q2 2024 and held it in 5 quarters. The position peaked at $339K in Q2 2024. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Confluent position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,056 Confluent shares in Q3 2025, an estimated $251K.
  • Wealthcare Advisory Partners first reported a position in Confluent in Q2 2024 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Confluent position peaked at $339K in Q2 2024.
  • 385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.