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EverSource Wealth Advisors’s Celestica CLS Stock Holding History

EverSource Wealth Advisors’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160K Buy
569
+43
+8% +$12.5K ﹤0.01% 1176
2025
Q4 		$155K Buy
526
+64
+14% +$19.3K 0.01% 1080
2025
Q3 		$114K Sell
462
-35
-7% -$7.06K ﹤0.01% 1210
2025
Q2 		$77.6K Sell
497
-65
-12% -$6.91K ﹤0.01% 1344
2025
Q1 		$44.3K Buy
562
+6
+1% +$637 ﹤0.01% 1292
2024
Q4 		$51.3K Sell
556
-2,975
-84% -$233K ﹤0.01% 1178
2024
Q3 		$181K Sell
3,531
-193
-5% -$9.97K 0.01% 593
2024
Q2 		$195K Buy
3,724
+3,160
+560% +$159K 0.01% 568
2024
Q1 		$24.4K Buy
564
+338
+150% +$12.8K ﹤0.01% 1268
2023
Q4 		$6.62K Buy
226
+100
+79% +$2.66K ﹤0.01% 1743
2023
Q3 		$3.09K Hold
126
– – ﹤0.01% 1877
2023
Q2 		$1.83K Hold
126
– – ﹤0.01% 2052
2023
Q1 		$1.63K Hold
126
– – ﹤0.01% 2000
2022
Q4 		$1.42K Buy
+126
New +$1.32K ﹤0.01% 2010

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return