Clearstead Advisors’s Datto Holding Corp. MSP Stock Holding History

Clearstead Advisors’s Portfolio MSP Stock Details MSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$27K	–	1504
2022 Q1	$27K	Hold	1,000	–	–	﹤0.01%	804
2021 Q4	$26K	Hold	1,000	–	–	﹤0.01%	769
2021 Q3	$24K	Hold	1,000	–	–	﹤0.01%	761
2021 Q2	$28K	Hold	1,000	–	–	﹤0.01%	654
2021 Q1	$23K	Hold	1,000	–	–	﹤0.01%	658
2020 Q4	$27K	Buy	+1,000	New	+$28.3K	﹤0.01%	590

Other funds holding MSP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's MSP Position: Q2 2022 in Review

Clearstead Advisors sold out of Datto Holding Corp. (MSP) in Q2 2022, closing a stake of 1,000 shares — an estimated $27K sold.

Clearstead Advisors first reported a position in MSP in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q2 2021. 1 fund tracked by Wall St. Rank holds MSP as of Q2 2022.

Clearstead Advisors reported no remaining Datto Holding Corp. position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 1,000 Datto Holding Corp. shares in Q2 2022, an estimated $27K.
Clearstead Advisors first reported a position in Datto Holding Corp. in Q4 2020 and held it in 6 quarters.
Clearstead Advisors's Datto Holding Corp. position peaked at $28K in Q2 2021.
1 fund tracked by Wall St. Rank held Datto Holding Corp. as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.