Bellwether Advisors’s Clipper Realty CLPR Stock Holding History

Bellwether Advisors’s Portfolio CLPR Stock Details CLPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46	Closed	-$264	–	148
2023 Q1	$264	Buy	+46	New	+$305	﹤0.01%	414

Other funds holding CLPR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

AFS

Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWSCM

One William Street Capital Management New York $1.18B AUM 38% 1-Year Est. Return

Bellwether Advisors's CLPR Position: Q2 2023 in Review

Bellwether Advisors sold out of Clipper Realty (CLPR) in Q2 2023, closing a stake of 46 shares — an estimated $264 sold.

Bellwether Advisors first reported a position in CLPR in Q1 2023 and held it in 1 quarter. The position peaked at $264 in Q1 2023. 64 funds tracked by Wall St. Rank hold CLPR as of Q2 2023.

Bellwether Advisors reported no remaining Clipper Realty position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 46 Clipper Realty shares in Q2 2023, an estimated $264.
Bellwether Advisors first reported a position in Clipper Realty in Q1 2023 and held it in 1 quarter.
Bellwether Advisors's Clipper Realty position peaked at $264 in Q1 2023.
64 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.