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Moneta Group Investment Advisors’s Celestica CLS Stock Holding History

Moneta Group Investment Advisors’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.86M Buy
10,160
+545
+6% +$158K 0.02% 229
2025
Q4 		$2.84M Buy
9,615
+617
+7% +$186K 0.02% 233
2025
Q3 		$2.22M Buy
8,998
+223
+3% +$45K 0.02% 255
2025
Q2 		$1.37M Buy
8,775
+1,454
+20% +$155K 0.02% 270
2025
Q1 		$577K Buy
7,321
+602
+9% +$63.9K 0.01% 388
2024
Q4 		$620K Buy
6,719
+2,156
+47% +$169K 0.01% 362
2024
Q3 		$233K Buy
4,563
+1,562
+52% +$80.7K ﹤0.01% 582
2024
Q2 		$235K Buy
+3,001
New +$151K ﹤0.01% 544

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return