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Clearstead Advisors’s Laird Superfood LSF Stock Holding History

Clearstead Advisors’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25
Closed -$1K – 1347
2021
Q2 		$1K Hold
25
– – ﹤0.01% 1165
2021
Q1 		$1K Hold
25
– – ﹤0.01% 1037
2020
Q4 		$1K Buy
+25
New +$1.18K ﹤0.01% 934

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Clearstead Advisors's LSF Position: Q3 2021 in Review

Clearstead Advisors sold out of Laird Superfood (LSF) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in LSF in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 53 funds tracked by Wall St. Rank hold LSF as of Q3 2021.

  • Clearstead Advisors reported no remaining Laird Superfood position as of Q3 2021 after selling out during the quarter.
  • Clearstead Advisors sold 25 Laird Superfood shares in Q3 2021, an estimated $1K.
  • Clearstead Advisors first reported a position in Laird Superfood in Q4 2020 and held it in 3 quarters.
  • Clearstead Advisors's Laird Superfood position peaked at $1K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Laird Superfood as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.