WFA
CFLT

Wipfli Financial Advisors’s Confluent CFLT Stock Holding History

Wipfli Financial 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
2022
Q3 		$17K Buy
+697
New +$18.8K ﹤0.01% 1622

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wipfli Financial Advisors's CFLT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Confluent (CFLT) in Q3 2022: 697 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings.

236 funds tracked by Wall St. Rank hold CFLT as of Q3 2022.

  • Wipfli Financial Advisors held 697 shares of Confluent worth $17K as of Q3 2022.
  • Confluent was a new Wipfli Financial Advisors position in Q3 2022.
  • Confluent made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1622 holding.
  • 236 funds tracked by Wall St. Rank held Confluent as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.