LifeSteps Financial’s Clearfield CLFD Stock Holding History

LifeSteps Financial’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
2024 Q2	–	Sell	-25	Closed	-$771	–	135
2024 Q1	$771	Buy	+25	New	+$716	﹤0.01%	414

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifeSteps Financial's CLFD Position: Q2 2024 in Review

LifeSteps Financial sold out of Clearfield (CLFD) in Q2 2024, closing a stake of 25 shares — an estimated $771 sold.

LifeSteps Financial first reported a position in CLFD in Q1 2024 and held it in 1 quarter. The position peaked at $771 in Q1 2024. 131 funds tracked by Wall St. Rank hold CLFD as of Q2 2024.

LifeSteps Financial reported no remaining Clearfield position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 25 Clearfield shares in Q2 2024, an estimated $771.
LifeSteps Financial first reported a position in Clearfield in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Clearfield position peaked at $771 in Q1 2024.
131 funds tracked by Wall St. Rank held Clearfield as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.