Cetera Investment Advisers
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Cetera Investment Advisers’s Clearfield CLFD Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-5,472
Closed -$211K – 3759
2024
Q2 		$211K Sell
5,472
-2,085
-28% -$72.5K ﹤0.01% 3324
2024
Q1 		$233K Buy
+7,557
New +$217K ﹤0.01% 3249

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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers's CLFD Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Clearfield (CLFD) in Q3 2024, closing a stake of 5,472 shares — an estimated $211K sold.

Cetera Investment Advisers first reported a position in CLFD in Q1 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2024. 134 funds tracked by Wall St. Rank hold CLFD as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Clearfield position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 5,472 Clearfield shares in Q3 2024, an estimated $211K.
  • Cetera Investment Advisers first reported a position in Clearfield in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Clearfield position peaked at $233K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Clearfield as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.