CIA
CLFD icon

Concurrent Investment Advisors’s Clearfield CLFD Stock Holding History

Concurrent Investment Advisors’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,663
Closed -$835K – 1107
2024
Q2 		$835K Buy
+21,663
New +$753K 0.03% 475

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's CLFD Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of Clearfield (CLFD) in Q3 2024, closing a stake of 21,663 shares — an estimated $835K sold.

Concurrent Investment Advisors first reported a position in CLFD in Q2 2024 and held it in 1 quarter. The position peaked at $835K in Q2 2024. 134 funds tracked by Wall St. Rank hold CLFD as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining Clearfield position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,663 Clearfield shares in Q3 2024, an estimated $835K.
  • Concurrent Investment Advisors first reported a position in Clearfield in Q2 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Clearfield position peaked at $835K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held Clearfield as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.