CA
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Clearstead Advisors’s SentinelOne S Stock Holding History

Clearstead Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-92
Closed -$1.38K – 2755
2025
Q4 		$1.38K Sell
92
-156
-63% -$2.56K ﹤0.01% 2190
2025
Q3 		$4.37K Sell
248
-923
-79% -$16.6K ﹤0.01% 2205
2025
Q2 		$21.4K Buy
1,171
+823
+236% +$15.1K ﹤0.01% 1597
2025
Q1 		$6.33K Buy
+348
New +$7.55K ﹤0.01% 1705
2024
Q4 		– Sell
-3,025
Closed -$72.4K – 2181
2024
Q3 		$72.4K Hold
3,025
– – ﹤0.01% 1114
2024
Q2 		$63.7K Buy
3,025
+725
+32% +$14.9K ﹤0.01% 1109
2024
Q1 		$49.6K Buy
+2,300
New +$60.1K ﹤0.01% 762

Other funds holding S

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VPM
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return