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Redwood Wealth Management Group’s Clearfield CLFD Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-1,945
Closed -$75K – 337
2024
Q2 		$75K Buy
+1,945
New +$67.6K 0.06% 241

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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Redwood Wealth Management Group's CLFD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Clearfield (CLFD) in Q3 2024, closing a stake of 1,945 shares — an estimated $75K sold.

Redwood Wealth Management Group first reported a position in CLFD in Q2 2024 and held it in 1 quarter. The position peaked at $75K in Q2 2024. 134 funds tracked by Wall St. Rank hold CLFD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Clearfield position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,945 Clearfield shares in Q3 2024, an estimated $75K.
  • Redwood Wealth Management Group first reported a position in Clearfield in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Clearfield position peaked at $75K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held Clearfield as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.