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Impact Partnership Wealth’s Clearfield CLFD Stock Holding History

Impact Partnership Wealth’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
-10
Closed -$474 – 1043
2023
Q2 		$474 Buy
+10
New +$427 ﹤0.01% 861

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RA
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Boston Partners
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Geode Capital Management
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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NPIC
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DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Impact Partnership Wealth's CLFD Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Clearfield (CLFD) in Q3 2023, closing a stake of 10 shares — an estimated $474 sold.

Impact Partnership Wealth first reported a position in CLFD in Q2 2023 and held it in 1 quarter. The position peaked at $474 in Q2 2023. 136 funds tracked by Wall St. Rank hold CLFD as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Clearfield position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 10 Clearfield shares in Q3 2023, an estimated $474.
  • Impact Partnership Wealth first reported a position in Clearfield in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Clearfield position peaked at $474 in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Clearfield as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.