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Spire Wealth Management’s Clearfield CLFD Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-600
Closed -$27.9K – 2412
2023
Q1 		$27.9K Buy
600
+350
+140% +$22.6K ﹤0.01% 1476
2022
Q4 		$24K Buy
+250
New +$26.4K ﹤0.01% 1294

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Spire Wealth Management's CLFD Position: Q2 2023 in Review

Spire Wealth Management sold out of Clearfield (CLFD) in Q2 2023, closing a stake of 600 shares — an estimated $27.9K sold.

Spire Wealth Management first reported a position in CLFD in Q4 2022 and held it in 2 quarters. The position peaked at $27.9K in Q1 2023. 149 funds tracked by Wall St. Rank hold CLFD as of Q2 2023.

  • Spire Wealth Management reported no remaining Clearfield position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 600 Clearfield shares in Q2 2023, an estimated $27.9K.
  • Spire Wealth Management first reported a position in Clearfield in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's Clearfield position peaked at $27.9K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Clearfield as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.