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Sutton Wealth Advisors’s Clearfield CLFD Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-73
Closed -$6.87K – 958
2022
Q4 		$6.87K Buy
73
+72
+7,200% +$7.59K ﹤0.01% 1048
2022
Q3 		$105 Buy
+1
New +$97 ﹤0.01% 1589

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's CLFD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Clearfield (CLFD) in Q1 2023, closing a stake of 73 shares — an estimated $6.87K sold.

Sutton Wealth Advisors first reported a position in CLFD in Q3 2022 and held it in 2 quarters. The position peaked at $6.87K in Q4 2022. 172 funds tracked by Wall St. Rank hold CLFD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Clearfield position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 73 Clearfield shares in Q1 2023, an estimated $6.87K.
  • Sutton Wealth Advisors first reported a position in Clearfield in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Clearfield position peaked at $6.87K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Clearfield as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.