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AWE
Avidian Wealth Enterprises’s
ClearSign Technologies
CLIR
Stock Holding History
Avidian Wealth Enterprises’s Portfolio
CLIR Stock Details
CLIR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-12,600
Closed
-$101K
–
422
2023
Q1
$101K
Hold
12,600
–
–
0.01%
461
2022
Q4
$67.5K
Buy
12,600
+1,000
+9%
+$6.97K
﹤0.01%
440
2022
Q3
$106K
Hold
11,600
–
–
0.01%
400
2022
Q2
$140K
Hold
11,600
–
–
0.01%
429
2022
Q1
$189K
Hold
11,600
–
–
0.01%
463
2021
Q4
$160K
Hold
11,600
–
–
0.01%
501
2021
Q3
$232K
Buy
11,600
+2,700
+30%
+$90.5K
0.02%
336
2021
Q2
$427K
Hold
8,900
–
–
0.03%
250
2021
Q1
$505K
Sell
8,900
-2,700
-23%
-$118K
0.04%
211
2020
Q4
$340K
Hold
11,600
–
–
0.03%
237
2020
Q3
$262K
Hold
11,600
–
–
0.03%
235
2020
Q2
$241K
Hold
11,600
–
–
0.03%
225
2020
Q1
$84K
Buy
11,600
+2,000
+21%
+$16.3K
0.01%
204
2019
Q4
$73K
Hold
9,600
–
–
0.01%
224
2019
Q3
$115K
Hold
9,600
–
–
0.02%
187
2019
Q2
$110K
Buy
9,600
+1,650
+21%
+$15.2K
0.03%
143
2019
Q1
$72K
Hold
7,950
–
–
0.02%
132
2018
Q4
$81K
Buy
7,950
+4,000
+101%
+$57.1K
0.03%
90
2018
Q3
$63K
Hold
3,950
–
–
0.02%
104
2018
Q2
$79K
Hold
3,950
–
–
0.02%
100
2018
Q1
$80K
Buy
3,950
+1,250
+46%
+$30.5K
0.03%
96
2017
Q4
$97
Buy
2,700
+1,200
+80%
+$39.2K
0.03%
103
2017
Q3
$53K
Buy
+1,500
New
+$49.9K
0.02%
91
Other funds holding CLIR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
DP
DDD Partners
Bellevue, Washington
$1.44B AUM
9.14%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
HCMT
Highland Capital Management (Tennessee)
Memphis, Tennessee
$1.89B AUM
33.93%
1-Year Est. Return
JHCP
Jackson Hole Capital Partners
Tulsa, Oklahoma
$604M AUM
22.77%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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