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Cary Street Partners Investment Advisory’s Clearfield CLFD Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-250
Closed -$7.17K – 830
2023
Q3 		$7.17K Hold
250
– – ﹤0.01% 1383
2023
Q2 		$11.8K Hold
250
– – ﹤0.01% 1192
2023
Q1 		$11.6K Hold
250
– – ﹤0.01% 1106
2022
Q4 		$23.5K Buy
+250
New +$26.4K ﹤0.01% 933

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's CLFD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Clearfield (CLFD) in Q4 2023, closing a stake of 250 shares — an estimated $7.17K sold.

Cary Street Partners Investment Advisory first reported a position in CLFD in Q4 2022 and held it in 4 quarters. The position peaked at $23.5K in Q4 2022. 138 funds tracked by Wall St. Rank hold CLFD as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Clearfield position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 250 Clearfield shares in Q4 2023, an estimated $7.17K.
  • Cary Street Partners Investment Advisory first reported a position in Clearfield in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Clearfield position peaked at $23.5K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Clearfield as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.