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Blue Bell Private Wealth Management’s Clearfield CLFD Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-40
Closed -$4K – 699
2022
Q3 		$4K Hold
40
– – ﹤0.01% 496
2022
Q2 		$2K Hold
40
– – ﹤0.01% 630
2022
Q1 		$3K Hold
40
– – ﹤0.01% 621
2021
Q4 		$3K Buy
+40
New +$2.51K ﹤0.01% 609

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACM
Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Blue Bell Private Wealth Management's CLFD Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Clearfield (CLFD) in Q4 2022, closing a stake of 40 shares — an estimated $4K sold.

Blue Bell Private Wealth Management first reported a position in CLFD in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 221 funds tracked by Wall St. Rank hold CLFD as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Clearfield position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 40 Clearfield shares in Q4 2022, an estimated $4K.
  • Blue Bell Private Wealth Management first reported a position in Clearfield in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Clearfield position peaked at $4K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held Clearfield as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.