NFG
CLFD icon

Next Financial Group’s Clearfield CLFD Stock Holding History

Next Financial Group’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
2021
Q4 		$59K Buy
700
+100
+17% +$6.28K ﹤0.01% 1400
2021
Q3 		$26K Sell
600
-100
-14% -$4.2K ﹤0.01% 1692
2021
Q2 		$26K Buy
+700
New +$24.9K ﹤0.01% 1649

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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACM
Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CLFD Position: Q4 2021 in Review

Next Financial Group increased its Clearfield (CLFD) stake by 17% in Q4 2021, buying an estimated $6.28K and bringing the position to 700 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Next Financial Group first reported a position in CLFD in Q2 2021 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold CLFD as of Q4 2021.

  • Next Financial Group held 700 shares of Clearfield worth $59K as of Q4 2021.
  • Next Financial Group bought 100 Clearfield shares in Q4 2021, an estimated $6.28K.
  • Clearfield made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1400 holding.
  • Next Financial Group first reported a position in Clearfield in Q2 2021 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Clearfield as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.