TCI Wealth Advisors’s Clearfield CLFD Stock Holding History

TCI 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 Q2	–	Sell	-69	Closed	-$3.21K	–	593
2023 Q1	$3.21K	Hold	69	–	–	﹤0.01%	1818
2022 Q4	$6.5K	Hold	69	–	–	﹤0.01%	1359
2022 Q3	$7K	Hold	69	–	–	﹤0.01%	1231
2022 Q2	$4K	Hold	69	–	–	﹤0.01%	1596
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	1509
2021 Q4	$6K	Hold	69	–	–	﹤0.01%	1509
2021 Q3	$3K	Hold	69	–	–	﹤0.01%	1913
2021 Q2	$3K	Buy	+69	New	+$2.45K	﹤0.01%	1714
2018 Q2	–	Sell	-48	Closed	-$1K	–	1514
2018 Q1	$1K	Hold	48	–	–	﹤0.01%	1109
2017 Q4	$1K	Hold	48	–	–	﹤0.01%	1157
2017 Q3	$1K	Buy	+48	New	+$598	﹤0.01%	1081

Other funds holding CLFD

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

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

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

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

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

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

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

TCI Wealth Advisors's CLFD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Clearfield (CLFD) in Q2 2023, closing a stake of 69 shares — an estimated $3.21K sold.

TCI Wealth Advisors first reported a position in CLFD in Q3 2017 and held it in 11 quarters. The position peaked at $7K in Q3 2022. 149 funds tracked by Wall St. Rank hold CLFD as of Q2 2023.

TCI Wealth Advisors reported no remaining Clearfield position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 69 Clearfield shares in Q2 2023, an estimated $3.21K.
TCI Wealth Advisors first reported a position in Clearfield in Q3 2017 and held it in 11 quarters.
TCI Wealth Advisors's Clearfield position peaked at $7K in Q3 2022.
149 funds tracked by Wall St. Rank held Clearfield as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.