Legacy Financial Group (Iowa)
CLFD icon

Legacy Financial Group (Iowa)’s Clearfield CLFD Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-77
Closed -$2.21K – 112
2023
Q3 		$2.21K Buy
+77
New +$3.02K ﹤0.01% 456

Other funds holding CLFD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CLFD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Clearfield (CLFD) in Q4 2023, closing a stake of 77 shares — an estimated $2.21K sold.

Legacy Financial Group (Iowa) first reported a position in CLFD in Q3 2023 and held it in 1 quarter. The position peaked at $2.21K in Q3 2023. 138 funds tracked by Wall St. Rank hold CLFD as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Clearfield position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 77 Clearfield shares in Q4 2023, an estimated $2.21K.
  • Legacy Financial Group (Iowa) first reported a position in Clearfield in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Clearfield position peaked at $2.21K in Q3 2023.
  • 138 funds tracked by Wall St. Rank held Clearfield as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.