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Mark Sheptoff Financial Planning’s Clearfield CLFD Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-200
Closed -$13K – 392
2022
Q1 		$13K Buy
+200
New +$12.6K 0.01% 274

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
ACM
Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
RI
Redwood Investments Boston, Massachusetts $267M AUM 11.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's CLFD Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Clearfield (CLFD) in Q2 2022, closing a stake of 200 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in CLFD in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 136 funds tracked by Wall St. Rank hold CLFD as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Clearfield position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Clearfield shares in Q2 2022, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in Clearfield in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Clearfield position peaked at $13K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Clearfield as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.