All Terrain Financial Advisors’s Clearfield CLFD Stock Holding History

All Terrain Financial Advisors’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,483	Closed	-$212K	–	89
2023 Q2	$212K	Hold	4,483	–	–	0.08%	79
2023 Q1	$209K	Buy	4,483 +865	+24%	+$55.7K	0.09%	77
2022 Q4	$341K	Hold	3,618	–	–	0.15%	62
2022 Q3	$379K	Hold	3,618	–	–	0.16%	52
2022 Q2	$224K	Hold	3,618	–	–	0.1%	72
2022 Q1	$236K	Hold	3,618	–	–	0.1%	77
2021 Q4	$305K	Buy	+3,618	New	+$227K	0.12%	60
2021 Q1	–	Sell	-16,718	Closed	-$413K	–	93
2020 Q4	$413K	Sell	16,718 -5,900	-26%	-$138K	0.16%	58
2020 Q3	$456K	Sell	22,618 -84,993	-79%	-$1.52M	0.16%	63
2020 Q2	$1.5M	Sell	107,611 -2,900	-3%	-$37.6K	0.62%	37
2020 Q1	$1.31M	Hold	110,511	–	–	0.53%	40
2019 Q4	$1.54M	Hold	110,511	–	–	0.5%	40
2019 Q3	$1.31M	Hold	110,511	–	–	0.44%	42
2019 Q2	$1.46M	Hold	110,511	–	–	0.5%	40
2019 Q1	$1.63M	Sell	110,511 -24,800	-18%	-$328K	0.56%	37
2018 Q4	$1.34M	Sell	135,311 -112	-0.1%	-$1.33K	0.54%	37
2018 Q3	$1.82M	Hold	135,423	–	–	0.74%	32
2018 Q2	$1.5M	Buy	135,423 +1,000	+0.7%	+$12K	0.67%	33
2018 Q1	$1.73M	Sell	134,423 -3,000	-2%	-$38.7K	0.79%	30
2017 Q4	$1.68M	Buy	+137,423	New	+$1.85M	0.77%	30

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

All Terrain Financial Advisors's CLFD Position: Q3 2023 in Review

All Terrain Financial Advisors sold out of Clearfield (CLFD) in Q3 2023, closing a stake of 4,483 shares — an estimated $212K sold.

All Terrain Financial Advisors first reported a position in CLFD in Q4 2017 and held it in 20 quarters. The position peaked at $1.82M in Q3 2018. 136 funds tracked by Wall St. Rank hold CLFD as of Q3 2023.

All Terrain Financial Advisors reported no remaining Clearfield position as of Q3 2023 after selling out during the quarter.
All Terrain Financial Advisors sold 4,483 Clearfield shares in Q3 2023, an estimated $212K.
All Terrain Financial Advisors first reported a position in Clearfield in Q4 2017 and held it in 20 quarters.
All Terrain Financial Advisors's Clearfield position peaked at $1.82M in Q3 2018.
136 funds tracked by Wall St. Rank held Clearfield as of Q3 2023.

Based on All Terrain Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.