SIA
CLSD

Soltis Investment Advisors’s Clearside Biomedical CLSD Stock Holding History

Soltis Investment Advisors’s Portfolio CLSD Stock Details CLSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-667
Closed -$10.4K – 262
2023
Q1 		$10.4K Hold
667
– – ﹤0.01% 260
2022
Q4 		$11.2K Buy
+667
New +$12K ﹤0.01% 251

Other funds holding CLSD

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

Soltis Investment Advisors's CLSD Position: Q2 2023 in Review

Soltis Investment Advisors sold out of Clearside Biomedical (CLSD) in Q2 2023, closing a stake of 667 shares — an estimated $10.4K sold.

Soltis Investment Advisors first reported a position in CLSD in Q4 2022 and held it in 2 quarters. The position peaked at $11.2K in Q4 2022. 54 funds tracked by Wall St. Rank hold CLSD as of Q2 2023.

  • Soltis Investment Advisors reported no remaining Clearside Biomedical position as of Q2 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 667 Clearside Biomedical shares in Q2 2023, an estimated $10.4K.
  • Soltis Investment Advisors first reported a position in Clearside Biomedical in Q4 2022 and held it in 2 quarters.
  • Soltis Investment Advisors's Clearside Biomedical position peaked at $11.2K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Clearside Biomedical as of Q2 2023.

Based on Soltis Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.