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Regal Investment Advisors’s ClearSign Technologies CLIR Stock Holding History

Regal Investment Advisors’s Portfolio CLIR Stock Details CLIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,624
Closed -$20.9K – 520
2023
Q1 		$20.9K Buy
2,624
+124
+5% +$943 ﹤0.01% 513
2022
Q4 		$13.4K Hold
2,500
– – ﹤0.01% 491
2022
Q3 		$23K Buy
+2,500
New +$26.7K ﹤0.01% 476

Other funds holding CLIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Regal Investment Advisors's CLIR Position: Q2 2023 in Review

Regal Investment Advisors sold out of ClearSign Technologies (CLIR) in Q2 2023, closing a stake of 2,624 shares — an estimated $20.9K sold.

Regal Investment Advisors first reported a position in CLIR in Q3 2022 and held it in 3 quarters. The position peaked at $23K in Q3 2022. 27 funds tracked by Wall St. Rank hold CLIR as of Q2 2023.

  • Regal Investment Advisors reported no remaining ClearSign Technologies position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 2,624 ClearSign Technologies shares in Q2 2023, an estimated $20.9K.
  • Regal Investment Advisors first reported a position in ClearSign Technologies in Q3 2022 and held it in 3 quarters.
  • Regal Investment Advisors's ClearSign Technologies position peaked at $23K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held ClearSign Technologies as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.