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Confluent shares owned by Berman Capital Advisors

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Berman Capital Advisors from 13F filings

Historical chart of Berman Capital Advisors investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by Berman Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $375k 6.3k 59.62
2021-06-30 $166k 3.5k 47.43

More positions owned by Berman Capital Advisors

Vanguard Large-Cap Index Fund Etf (VV)
iShares Core MSCI EAFE ETF Etf (IEFA)
Vanguard Mid-Cap Index Fund Etf (VO)
iShares Edge MSCI USA Quality Etf (QUAL)
iShares Russell 1000 Growth ETF Etf (IWF)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Total World Stock Index Fund Etf (VT)
Amazon Stock (AMZN)
Vanguard Total International Stock ETF Etf (VXUS)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
Open Lending Corp Com CL A Stock (LPRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Berman Capital Advisors

Top funds holding Confluent

BlackRock
BlackRock
Vanguard Group
Jpmorgan Chase & Co
Altimeter Capital Management
William Blair Investment Management
Champlain Investment Partners
T. Rowe Price Associates
Franklin Resources
Capital Research Global Investors
Citadel Advisors
State Street Corporation
Geode Capital Management
First Trust Advisors
Soma Equity Partners

View all funds holding Confluent