Physician Wealth Advisors’s Clearfield CLFD Stock Holding History

Physician Wealth Advisors’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
2025 Q2	–	Sell	-32	Closed	-$952	–	1843
2025 Q1	$952	Buy	+32	New	+$1.07K	﹤0.01%	1109

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Physician Wealth Advisors's CLFD Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Clearfield (CLFD) in Q2 2025, closing a stake of 32 shares — an estimated $952 sold.

Physician Wealth Advisors first reported a position in CLFD in Q1 2025 and held it in 1 quarter. The position peaked at $952 in Q1 2025. 127 funds tracked by Wall St. Rank hold CLFD as of Q2 2025.

Physician Wealth Advisors reported no remaining Clearfield position as of Q2 2025 after selling out during the quarter.
Physician Wealth Advisors sold 32 Clearfield shares in Q2 2025, an estimated $952.
Physician Wealth Advisors first reported a position in Clearfield in Q1 2025 and held it in 1 quarter.
Physician Wealth Advisors's Clearfield position peaked at $952 in Q1 2025.
127 funds tracked by Wall St. Rank held Clearfield as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.