9WM
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9258 Wealth Management’s Clean Energy Fuels CLNE Stock Holding History

9258 Wealth Management’s Portfolio CLNE Stock Details CLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23,800
Closed -$187K – 335
2020
Q4 		$187K Buy
+23,800
New +$92.8K 0.06% 292
2020
Q3 		– Sell
-17,100
Closed -$38K – 303
2020
Q2 		$38K Hold
17,100
– – 0.02% 280
2020
Q1 		$32K Hold
17,100
– – 0.01% 271
2019
Q4 		$40K Buy
+17,100
New +$36.3K 0.01% 314

Other funds holding CLNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

9258 Wealth Management's CLNE Position: Q1 2021 in Review

9258 Wealth Management sold out of Clean Energy Fuels (CLNE) in Q1 2021, closing a stake of 23,800 shares — an estimated $187K sold.

9258 Wealth Management first reported a position in CLNE in Q4 2019 and held it in 4 quarters. The position peaked at $187K in Q4 2020. 212 funds tracked by Wall St. Rank hold CLNE as of Q1 2021.

  • 9258 Wealth Management reported no remaining Clean Energy Fuels position as of Q1 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 23,800 Clean Energy Fuels shares in Q1 2021, an estimated $187K.
  • 9258 Wealth Management first reported a position in Clean Energy Fuels in Q4 2019 and held it in 4 quarters.
  • 9258 Wealth Management's Clean Energy Fuels position peaked at $187K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held Clean Energy Fuels as of Q1 2021.

Based on 9258 Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.