AWE
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Avidian Wealth Enterprises’s ClearSign Technologies CLIR Stock Holding History

Avidian Wealth Enterprises’s Portfolio CLIR Stock Details CLIR Fund Activity
Bought
Maintained
Sold
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 		$97K 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Avidian Wealth Enterprises's CLIR Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of ClearSign Technologies (CLIR) in Q2 2023, closing a stake of 12,600 shares — an estimated $101K sold.

Avidian Wealth Enterprises first reported a position in CLIR in Q3 2017 and held it in 23 quarters. The position peaked at $505K in Q1 2021. 27 funds tracked by Wall St. Rank hold CLIR as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining ClearSign Technologies position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,600 ClearSign Technologies shares in Q2 2023, an estimated $101K.
  • Avidian Wealth Enterprises first reported a position in ClearSign Technologies in Q3 2017 and held it in 23 quarters.
  • Avidian Wealth Enterprises's ClearSign Technologies position peaked at $505K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held ClearSign Technologies as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.