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Tradition Wealth Management’s Clearfield CLFD Stock Holding History

Tradition 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
2024
Q1 		– Sell
-651
Closed -$19K – 524
2023
Q4 		$19K Buy
651
+50
+8% +$1.33K ﹤0.01% 850
2023
Q3 		$17K Buy
601
+512
+575% +$20.1K ﹤0.01% 877
2023
Q2 		$4K Hold
89
– – ﹤0.01% 1253
2023
Q1 		$4K Hold
89
– – ﹤0.01% 1192
2022
Q4 		$8K Buy
89
+31
+53% +$3.27K ﹤0.01% 942
2022
Q3 		$6K Buy
+58
New +$5.64K ﹤0.01% 1023

Other funds holding CLFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Tradition Wealth Management's CLFD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Clearfield (CLFD) in Q1 2024, closing a stake of 651 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in CLFD in Q3 2022 and held it in 6 quarters. The position peaked at $19K in Q4 2023. 139 funds tracked by Wall St. Rank hold CLFD as of Q1 2024.

  • Tradition Wealth Management reported no remaining Clearfield position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 651 Clearfield shares in Q1 2024, an estimated $19K.
  • Tradition Wealth Management first reported a position in Clearfield in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Clearfield position peaked at $19K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held Clearfield as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.