Envestnet Asset Management
CLFD icon

Envestnet Asset Management’s Clearfield CLFD Stock Holding History

Envestnet Asset Management’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
2023
Q1 		– Sell
-2,292
Closed -$216K – 3988
2022
Q4 		$216K Sell
2,292
-36
-2% -$3.79K ﹤0.01% 3635
2022
Q3 		$244K Buy
+2,328
New +$227K ﹤0.01% 3483

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
State Street
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's CLFD Position: Q1 2023 in Review

Envestnet Asset Management sold out of Clearfield (CLFD) in Q1 2023, closing a stake of 2,292 shares — an estimated $216K sold.

Envestnet Asset Management first reported a position in CLFD in Q3 2022 and held it in 2 quarters. The position peaked at $244K in Q3 2022. 172 funds tracked by Wall St. Rank hold CLFD as of Q1 2023.

  • Envestnet Asset Management reported no remaining Clearfield position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 2,292 Clearfield shares in Q1 2023, an estimated $216K.
  • Envestnet Asset Management first reported a position in Clearfield in Q3 2022 and held it in 2 quarters.
  • Envestnet Asset Management's Clearfield position peaked at $244K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Clearfield as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.