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Clearstead Advisors’s Clearfield CLFD Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-145
Closed -$5.65K – 2109
2024
Q3 		$5.65K Hold
145
– – ﹤0.01% 1695
2024
Q2 		$5.59K Buy
145
+52
+56% +$1.81K ﹤0.01% 1667
2024
Q1 		$3.4K Buy
93
+24
+35% +$688 ﹤0.01% 1233
2023
Q4 		$2.01K Buy
+69
New +$1.84K ﹤0.01% 1285

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Clearstead Advisors's CLFD Position: Q4 2024 in Review

Clearstead Advisors sold out of Clearfield (CLFD) in Q4 2024, closing a stake of 145 shares — an estimated $5.65K sold.

Clearstead Advisors first reported a position in CLFD in Q4 2023 and held it in 4 quarters. The position peaked at $5.65K in Q3 2024. 143 funds tracked by Wall St. Rank hold CLFD as of Q4 2024.

  • Clearstead Advisors reported no remaining Clearfield position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 145 Clearfield shares in Q4 2024, an estimated $5.65K.
  • Clearstead Advisors first reported a position in Clearfield in Q4 2023 and held it in 4 quarters.
  • Clearstead Advisors's Clearfield position peaked at $5.65K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Clearfield as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.