AWM
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Avior Wealth Management’s Clearfield CLFD Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-2
Closed -$61 – 2540
2024
Q1 		$61 Buy
+2
New +$57 ﹤0.01% 3401

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NM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's CLFD Position: Q2 2024 in Review

Avior Wealth Management sold out of Clearfield (CLFD) in Q2 2024, closing a stake of 2 shares — an estimated $61 sold.

Avior Wealth Management first reported a position in CLFD in Q1 2024 and held it in 1 quarter. The position peaked at $61 in Q1 2024. 131 funds tracked by Wall St. Rank hold CLFD as of Q2 2024.

  • Avior Wealth Management reported no remaining Clearfield position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Clearfield shares in Q2 2024, an estimated $61.
  • Avior Wealth Management first reported a position in Clearfield in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Clearfield position peaked at $61 in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Clearfield as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.