SWP
CLSD

Stratos Wealth Partners’s Clearside Biomedical CLSD Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-2,096
Closed -$27.4K – 1382
2023
Q3 		$27.4K Sell
2,096
-533
-20% -$8.07K ﹤0.01% 1266
2023
Q2 		$44.2K Buy
2,629
+950
+57% +$16.4K ﹤0.01% 1177
2023
Q1 		$26.2K Buy
+1,679
New +$32.6K ﹤0.01% 1114

Other funds holding CLSD

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

Stratos Wealth Partners's CLSD Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Clearside Biomedical (CLSD) in Q4 2023, closing a stake of 2,096 shares — an estimated $27.4K sold.

Stratos Wealth Partners first reported a position in CLSD in Q1 2023 and held it in 3 quarters. The position peaked at $44.2K in Q2 2023. 46 funds tracked by Wall St. Rank hold CLSD as of Q4 2023.

  • Stratos Wealth Partners reported no remaining Clearside Biomedical position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,096 Clearside Biomedical shares in Q4 2023, an estimated $27.4K.
  • Stratos Wealth Partners first reported a position in Clearside Biomedical in Q1 2023 and held it in 3 quarters.
  • Stratos Wealth Partners's Clearside Biomedical position peaked at $44.2K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Clearside Biomedical as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.