Covestor’s Clearfield CLFD Stock Holding History

Covestor’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
2026 Q1	$0	Buy	9 +4	+80%	+$122	﹤0.01%	2321
2025 Q4	$0	Hold	5	–	–	﹤0.01%	2318
2025 Q3	$0	Buy	5 +2	+67%	+$74	﹤0.01%	2338
2025 Q2	$0	Buy	3 +1	+50%	+$34	﹤0.01%	2267
2025 Q1	$0	Hold	2	–	–	﹤0.01%	2277
2024 Q4	$0	Sell	2 -2	-50%	-$67	﹤0.01%	2286
2024 Q3	$0	Sell	4 -19	-83%	-$739	﹤0.01%	2274
2024 Q2	$1K	Sell	23 -3	-12%	-$104	﹤0.01%	1955
2024 Q1	$1K	Buy	26 +24	+1,200%	+$688	﹤0.01%	1929
2023 Q4	$0	Hold	2	–	–	﹤0.01%	2198
2023 Q3	$0	Hold	2	–	–	﹤0.01%	2170
2023 Q2	$0	Buy	2 +1	+100%	+$43	﹤0.01%	2180
2023 Q1	$0	Hold	1	–	–	﹤0.01%	2080
2022 Q4	$0	Hold	1	–	–	﹤0.01%	2116
2022 Q3	$0	Buy	+1	New	+$97	﹤0.01%	2055
2022 Q2	–	Sell	-12	Closed	-$704	–	1966
2022 Q1	$1K	Buy	+12	New	+$753	﹤0.01%	1757

Other funds holding CLFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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 $528B AUM 27.57% 1-Year Est. Return