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Clearstead Advisors’s Impinj PI Stock Holding History

Clearstead Advisors’s Portfolio PI Stock Details PI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22
Closed -$3.83K – 2696
2025
Q4 		$3.83K Buy
22
+15
+214% +$2.67K ﹤0.01% 2066
2025
Q3 		$1.27K Sell
7
-139
-95% -$21.9K ﹤0.01% 2575
2025
Q2 		$16.2K Buy
146
+45
+45% +$4.47K ﹤0.01% 1709
2025
Q1 		$9.16K Hold
101
– – ﹤0.01% 1620
2024
Q4 		$14.7K Sell
101
-17
-14% -$3.22K ﹤0.01% 1476
2024
Q3 		$25.6K Sell
118
-74
-39% -$12.5K ﹤0.01% 1360
2024
Q2 		$30.1K Buy
192
+172
+860% +$25.6K ﹤0.01% 1285
2024
Q1 		$3.2K Sell
20
-240
-92% -$25.2K ﹤0.01% 1246
2023
Q4 		$23.4K Sell
260
-870
-77% -$62.4K ﹤0.01% 911
2023
Q3 		$62.2K Buy
1,130
+483
+75% +$32.8K ﹤0.01% 846
2023
Q2 		$58K Buy
647
+627
+3,135% +$66.8K ﹤0.01% 702
2023
Q1 		$2.71K Hold
20
– – ﹤0.01% 1092
2022
Q4 		$2.18K Hold
20
– – ﹤0.01% 1080
2022
Q3 		$2K Hold
20
– – ﹤0.01% 1093
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1208
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1314
2021
Q4 		$2K Hold
20
– – ﹤0.01% 1125
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1232
2021
Q2 		$1K Buy
20
+10
+100% +$515 ﹤0.01% 1184
2021
Q1 		$1K Buy
+10
New +$589 ﹤0.01% 1054

Other funds holding PI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return