SignatureFD’s Clearfield CLFD Stock Holding History

SignatureFD’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
2026 Q1	–	Sell	-43	Closed	-$1.25K	–	3502
2025 Q4	$1.25K	Sell	43 -6	-12%	-$193	﹤0.01%	3081
2025 Q3	$1.69K	Hold	49	–	–	﹤0.01%	2992
2025 Q2	$2.13K	Buy	49 +6	+14%	+$206	﹤0.01%	2850
2025 Q1	$1.28K	Hold	43	–	–	﹤0.01%	2990
2024 Q4	$1.33K	Hold	43	–	–	﹤0.01%	2977
2024 Q3	$1.68K	Hold	43	–	–	﹤0.01%	2881
2024 Q2	$1.66K	Hold	43	–	–	﹤0.01%	2805
2024 Q1	$1.33K	Buy	+43	New	+$1.23K	﹤0.01%	2900
2023 Q2	–	Sell	-23	Closed	-$1.07K	–	3257
2023 Q1	$1.07K	Hold	23	–	–	﹤0.01%	2974
2022 Q4	$2.17K	Hold	23	–	–	﹤0.01%	2794
2022 Q3	$2K	Sell	23 -150	-87%	-$14.6K	﹤0.01%	2741
2022 Q2	$11K	Sell	173 -4	-2%	-$235	﹤0.01%	2060
2022 Q1	$12K	Buy	177 +4	+2%	+$251	﹤0.01%	2066
2021 Q4	$15K	Buy	173 +25	+17%	+$1.57K	﹤0.01%	1904
2021 Q3	$7K	Buy	148 +25	+20%	+$1.05K	﹤0.01%	2212
2021 Q2	$5K	Hold	123	–	–	﹤0.01%	2261
2021 Q1	$4K	Buy	123 +100	+435%	+$3.17K	﹤0.01%	2214
2020 Q4	$1K	Buy	+23	New	+$538	﹤0.01%	2396

Other funds holding CLFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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 $528B AUM 27.57% 1-Year Est. Return