CoreCap Advisors’s Clearfield CLFD Stock Holding History

CoreCap 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
2022 Q3	–	Sell	-85	Closed	-$5K	–	799
2022 Q2	$5K	Buy	+85	New	+$4.99K	﹤0.01%	1664
2022 Q1	–	Sell	-125	Closed	-$11K	–	815
2021 Q4	$11K	Buy	+125	New	+$7.85K	﹤0.01%	1514

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

ACM

Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CoreCap Advisors's CLFD Position: Q3 2022 in Review

CoreCap Advisors sold out of Clearfield (CLFD) in Q3 2022, closing a stake of 85 shares — an estimated $5K sold.

CoreCap Advisors first reported a position in CLFD in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 189 funds tracked by Wall St. Rank hold CLFD as of Q3 2022.

CoreCap Advisors reported no remaining Clearfield position as of Q3 2022 after selling out during the quarter.
CoreCap Advisors sold 85 Clearfield shares in Q3 2022, an estimated $5K.
CoreCap Advisors first reported a position in Clearfield in Q4 2021 and held it in 2 quarters.
CoreCap Advisors's Clearfield position peaked at $11K in Q4 2021.
189 funds tracked by Wall St. Rank held Clearfield as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.