Clearstead Advisors’s Neostellar Capital Corp NSLR Stock Holding History

Clearstead Advisors’s Portfolio NSLR Stock Details NSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-287	Closed	-$1.04K	–	1433
2023 Q1	$1.04K	Hold	287	–	–	﹤0.01%	1238
2022 Q4	$1.09K	Hold	287	–	–	﹤0.01%	1162
2022 Q3	$1K	Hold	287	–	–	﹤0.01%	1197
2022 Q2	$2K	Buy	287 +3	+1%	+$23	﹤0.01%	1132
2022 Q1	$2K	Buy	284 +63	+29%	+$706	﹤0.01%	1238
2021 Q4	$3K	Buy	221 +98	+80%	+$1.29K	﹤0.01%	1077
2021 Q3	$2K	Buy	123 +18	+17%	+$236	﹤0.01%	1152
2021 Q2	$1K	Buy	105 +1	+1%	+$13	﹤0.01%	1197
2021 Q1	$1K	Buy	104 +4	+4%	+$47	﹤0.01%	1070
2020 Q4	$1K	Buy	100 +5	+5%	+$44	﹤0.01%	953
2020 Q3	$1K	Buy	+95	New	+$995	﹤0.01%	860

Other funds holding NSLR

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

IFO

Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LIG

Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSEDCP

NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

SACTSONJ

Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey $355M AUM 35.07% 1-Year Est. Return

Clearstead Advisors's NSLR Position: Q2 2023 in Review

Clearstead Advisors sold out of Neostellar Capital Corp (NSLR) in Q2 2023, closing a stake of 287 shares — an estimated $1.04K sold.

Clearstead Advisors first reported a position in NSLR in Q3 2020 and held it in 11 quarters. The position peaked at $3K in Q4 2021. 60 funds tracked by Wall St. Rank hold NSLR as of Q2 2023.

Clearstead Advisors reported no remaining Neostellar Capital Corp position as of Q2 2023 after selling out during the quarter.
Clearstead Advisors sold 287 Neostellar Capital Corp shares in Q2 2023, an estimated $1.04K.
Clearstead Advisors first reported a position in Neostellar Capital Corp in Q3 2020 and held it in 11 quarters.
Clearstead Advisors's Neostellar Capital Corp position peaked at $3K in Q4 2021.
60 funds tracked by Wall St. Rank held Neostellar Capital Corp as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.