Clearstead Advisors’s Renewable Energy Group, Inc. REGI Stock Holding History

Clearstead Advisors’s Portfolio REGI Stock Details REGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,616	Closed	-$98K	–	1512
2022 Q1	$98K	Hold	1,616	–	–	0.01%	553
2021 Q4	$69K	Hold	1,616	–	–	﹤0.01%	604
2021 Q3	$81K	Hold	1,616	–	–	0.01%	530
2021 Q2	$101K	Hold	1,616	–	–	0.01%	452
2021 Q1	$107K	Hold	1,616	–	–	0.01%	428
2020 Q4	$114K	Buy	+1,616	New	+$98.8K	0.01%	393

Other funds holding REGI

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Clearstead Advisors's REGI Position: Q2 2022 in Review

Clearstead Advisors sold out of Renewable Energy Group, Inc. (REGI) in Q2 2022, closing a stake of 1,616 shares — an estimated $98K sold.

Clearstead Advisors first reported a position in REGI in Q4 2020 and held it in 6 quarters. The position peaked at $114K in Q4 2020. 5 funds tracked by Wall St. Rank hold REGI as of Q2 2022.

Clearstead Advisors reported no remaining Renewable Energy Group, Inc. position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 1,616 Renewable Energy Group, Inc. shares in Q2 2022, an estimated $98K.
Clearstead Advisors first reported a position in Renewable Energy Group, Inc. in Q4 2020 and held it in 6 quarters.
Clearstead Advisors's Renewable Energy Group, Inc. position peaked at $114K in Q4 2020.
5 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2022.

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