Sound Income Strategies’s Clearfield CLFD Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-435	Closed	-$12.7K	–	1366
2023 Q4	$12.7K	Buy	+435	New	+$11.6K	﹤0.01%	687

Other funds holding CLFD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AAM

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPI

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

Sound Income Strategies's CLFD Position: Q1 2024 in Review

Sound Income Strategies sold out of Clearfield (CLFD) in Q1 2024, closing a stake of 435 shares — an estimated $12.7K sold.

Sound Income Strategies first reported a position in CLFD in Q4 2023 and held it in 1 quarter. The position peaked at $12.7K in Q4 2023. 139 funds tracked by Wall St. Rank hold CLFD as of Q1 2024.

Sound Income Strategies reported no remaining Clearfield position as of Q1 2024 after selling out during the quarter.
Sound Income Strategies sold 435 Clearfield shares in Q1 2024, an estimated $12.7K.
Sound Income Strategies first reported a position in Clearfield in Q4 2023 and held it in 1 quarter.
Sound Income Strategies's Clearfield position peaked at $12.7K in Q4 2023.
139 funds tracked by Wall St. Rank held Clearfield as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.