OIA
CLPR

OneDigital Investment Advisors’s Clipper Realty CLPR Stock Holding History

OneDigital Investment Advisors’s Portfolio CLPR Stock Details CLPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,238
Closed -$179K – 765
2022
Q2 		$179K Buy
23,238
+500
+2% +$4.29K 0.01% 664
2022
Q1 		$206K Buy
22,738
+10,100
+80% +$94.4K 0.01% 699
2021
Q4 		$126K Buy
+12,638
New +$113K ﹤0.01% 753

Other funds holding CLPR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's CLPR Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of Clipper Realty (CLPR) in Q3 2022, closing a stake of 23,238 shares — an estimated $179K sold.

OneDigital Investment Advisors first reported a position in CLPR in Q4 2021 and held it in 3 quarters. The position peaked at $206K in Q1 2022. 57 funds tracked by Wall St. Rank hold CLPR as of Q3 2022.

  • OneDigital Investment Advisors reported no remaining Clipper Realty position as of Q3 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 23,238 Clipper Realty shares in Q3 2022, an estimated $179K.
  • OneDigital Investment Advisors first reported a position in Clipper Realty in Q4 2021 and held it in 3 quarters.
  • OneDigital Investment Advisors's Clipper Realty position peaked at $206K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Clipper Realty as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.