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Global Wealth Management Investment Advisory’s Clearfield CLFD Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-15
Closed -$710 – 481
2023
Q2 		$710 Buy
+15
New +$640 ﹤0.01% 431
2022
Q3 		– Sell
-30
Closed -$2K – 202
2022
Q2 		$2K Hold
30
– – ﹤0.01% 407
2022
Q1 		$2K Sell
30
-10
-25% -$628 ﹤0.01% 409
2021
Q4 		$3K Hold
40
– – ﹤0.01% 376
2021
Q3 		$2K Hold
40
– – ﹤0.01% 408
2021
Q2 		$1K Hold
40
– – ﹤0.01% 415
2021
Q1 		$1K Buy
+40
New +$1.27K ﹤0.01% 436

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's CLFD Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Clearfield (CLFD) in Q3 2023, closing a stake of 15 shares — an estimated $710 sold.

Global Wealth Management Investment Advisory first reported a position in CLFD in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 136 funds tracked by Wall St. Rank hold CLFD as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Clearfield position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 15 Clearfield shares in Q3 2023, an estimated $710.
  • Global Wealth Management Investment Advisory first reported a position in Clearfield in Q1 2021 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Clearfield position peaked at $3K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Clearfield as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.