HCA
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Heck Capital Advisors’s Clearfield CLFD Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-415
Closed -$12.9K – 340
2024
Q4 		$12.9K Buy
+415
New +$13.9K ﹤0.01% 519

Other funds holding CLFD

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MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heck Capital Advisors's CLFD Position: Q1 2025 in Review

Heck Capital Advisors sold out of Clearfield (CLFD) in Q1 2025, closing a stake of 415 shares — an estimated $12.9K sold.

Heck Capital Advisors first reported a position in CLFD in Q4 2024 and held it in 1 quarter. The position peaked at $12.9K in Q4 2024. 128 funds tracked by Wall St. Rank hold CLFD as of Q1 2025.

  • Heck Capital Advisors reported no remaining Clearfield position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 415 Clearfield shares in Q1 2025, an estimated $12.9K.
  • Heck Capital Advisors first reported a position in Clearfield in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Clearfield position peaked at $12.9K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Clearfield as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.