Planned Solutions’s CleanSpark CLSK Stock Holding History

Planned Solutions’s Portfolio CLSK Stock Details CLSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$18.7K	–	203
2024 Q3	$18.7K	Buy	+2,000	New	+$25.4K	0.01%	397

Other funds holding CLSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planned Solutions's CLSK Position: Q4 2024 in Review

Planned Solutions sold out of CleanSpark (CLSK) in Q4 2024, closing a stake of 2,000 shares — an estimated $18.7K sold.

Planned Solutions first reported a position in CLSK in Q3 2024 and held it in 1 quarter. The position peaked at $18.7K in Q3 2024. 275 funds tracked by Wall St. Rank hold CLSK as of Q4 2024.

Planned Solutions reported no remaining CleanSpark position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 2,000 CleanSpark shares in Q4 2024, an estimated $18.7K.
Planned Solutions first reported a position in CleanSpark in Q3 2024 and held it in 1 quarter.
Planned Solutions's CleanSpark position peaked at $18.7K in Q3 2024.
275 funds tracked by Wall St. Rank held CleanSpark as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.