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Clearstead Advisors’s SIFCO Industries SIF Stock Holding History

Clearstead Advisors’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-314
Closed -$3K – 1373
2021
Q2 		$3K Hold
314
– – ﹤0.01% 984
2021
Q1 		$4K Hold
314
– – ﹤0.01% 897
2020
Q4 		$3K Buy
+314
New +$1.27K ﹤0.01% 863

Other funds holding SIF

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearstead Advisors's SIF Position: Q3 2021 in Review

Clearstead Advisors sold out of SIFCO Industries (SIF) in Q3 2021, closing a stake of 314 shares — an estimated $3K sold.

Clearstead Advisors first reported a position in SIF in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 17 funds tracked by Wall St. Rank hold SIF as of Q3 2021.

  • Clearstead Advisors reported no remaining SIFCO Industries position as of Q3 2021 after selling out during the quarter.
  • Clearstead Advisors sold 314 SIFCO Industries shares in Q3 2021, an estimated $3K.
  • Clearstead Advisors first reported a position in SIFCO Industries in Q4 2020 and held it in 3 quarters.
  • Clearstead Advisors's SIFCO Industries position peaked at $4K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held SIFCO Industries as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.