Toth Financial Advisory’s Clearfield CLFD Stock Holding History

Toth Financial Advisory’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	-350	Closed	-$32.9K	–	820
2022 Q4	$32.9K	Hold	350	–	–	0.01%	328
2022 Q3	$37K	Hold	350	–	–	0.01%	302
2022 Q2	$22K	Hold	350	–	–	﹤0.01%	357
2022 Q1	$23K	Buy	350 +150	+75%	+$9.42K	﹤0.01%	371
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	415
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	493
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	484
2021 Q1	$6K	Buy	+200	New	+$6.34K	﹤0.01%	502

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Toth Financial Advisory's CLFD Position: Q1 2023 in Review

Toth Financial Advisory sold out of Clearfield (CLFD) in Q1 2023, closing a stake of 350 shares — an estimated $32.9K sold.

Toth Financial Advisory first reported a position in CLFD in Q1 2021 and held it in 8 quarters. The position peaked at $37K in Q3 2022. 172 funds tracked by Wall St. Rank hold CLFD as of Q1 2023.

Toth Financial Advisory reported no remaining Clearfield position as of Q1 2023 after selling out during the quarter.
Toth Financial Advisory sold 350 Clearfield shares in Q1 2023, an estimated $32.9K.
Toth Financial Advisory first reported a position in Clearfield in Q1 2021 and held it in 8 quarters.
Toth Financial Advisory's Clearfield position peaked at $37K in Q3 2022.
172 funds tracked by Wall St. Rank held Clearfield as of Q1 2023.

Based on Toth Financial Advisory's 13F filing for Q1 2023, filed 24 Apr 2023.