LWANC
CLFD icon

Laurel Wealth Advisors (North Carolina)’s Clearfield CLFD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q3 		– Sell
-110
Closed -$7K – 552
2022
Q2 		$7K Hold
110
– – ﹤0.01% 404
2022
Q1 		$7K Hold
110
– – ﹤0.01% 432
2021
Q4 		$9K Hold
110
– – ﹤0.01% 417
2021
Q3 		$5K Hold
110
– – ﹤0.01% 470
2021
Q2 		$4K Hold
110
– – ﹤0.01% 565
2021
Q1 		$3K Buy
+110
New +$3.49K ﹤0.01% 554

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACM
Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CLFD Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Clearfield (CLFD) in Q3 2022, closing a stake of 110 shares — an estimated $7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CLFD in Q1 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 189 funds tracked by Wall St. Rank hold CLFD as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Clearfield position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 110 Clearfield shares in Q3 2022, an estimated $7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Clearfield in Q1 2021 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Clearfield position peaked at $9K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Clearfield as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.