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Kestra Private Wealth Services’s ClearOne Inc CLRO Stock Holding History

Kestra Private Wealth Services’s Portfolio CLRO Stock Details CLRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,728
Closed -$21.5K – 1177
2023
Q2 		$21.5K Buy
+1,728
New +$36.4K ﹤0.01% 1067

Other funds holding CLRO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kestra Private Wealth Services's CLRO Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of ClearOne Inc (CLRO) in Q3 2023, closing a stake of 1,728 shares — an estimated $21.5K sold.

Kestra Private Wealth Services first reported a position in CLRO in Q2 2023 and held it in 1 quarter. The position peaked at $21.5K in Q2 2023. 14 funds tracked by Wall St. Rank hold CLRO as of Q3 2023.

  • Kestra Private Wealth Services reported no remaining ClearOne Inc position as of Q3 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,728 ClearOne Inc shares in Q3 2023, an estimated $21.5K.
  • Kestra Private Wealth Services first reported a position in ClearOne Inc in Q2 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's ClearOne Inc position peaked at $21.5K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held ClearOne Inc as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.