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Confluent shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 12k 30.52
2023-12-31 $268k 12k 23.40
2023-09-30 $339k 12k 29.61
2023-06-30 $546k 16k 35.31
2023-03-31 $516k 22k 24.07
2022-12-31 $588k 27k 22.24
2022-09-30 $629k 27k 23.78
2022-06-30 $708k 31k 23.25
2022-03-31 $1.7M 40k 40.99
2021-12-31 $3.2M 43k 76.23

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
Advanced Micro Devices Stock (AMD)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Powershares Qqq Tr Etf (QQQ)
Microsoft Stock (MSFT)
First Trust Value Line Dividend Index Fund Etf (FVD)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
Tesla Motors Stock (TSLA)
Spdr Index Shs Fds Dj Euro Stoxx 50 Etf Etf (FEZ)

View all positions for Concentrum Wealth Management

Top funds holding Confluent

Jpmorgan Chase & Co
BlackRock
Vanguard Group
T. Rowe Price Associates
Altimeter Capital Management
FMR
Champlain Investment Partners
First Trust Advisors
Geode Capital Management
Jericho Capital Asset Management
Optimus Prime Fund Management
Amundi
Franklin Resources
Anatole Investment Management
Citadel Advisors

View all funds holding Confluent