Wealth Enhancement Advisory Services
CLSD

Wealth Enhancement Advisory Services’s Clearside Biomedical CLSD Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-1,333
Closed -$23.4K – 2495
2023
Q4 		$23.4K Hold
1,333
– – ﹤0.01% 2248
2023
Q3 		$17.4K Buy
+1,333
New +$20.2K ﹤0.01% 2201

Other funds holding CLSD

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLSD Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Clearside Biomedical (CLSD) in Q1 2024, closing a stake of 1,333 shares — an estimated $23.4K sold.

Wealth Enhancement Advisory Services first reported a position in CLSD in Q3 2023 and held it in 2 quarters. The position peaked at $23.4K in Q4 2023. 51 funds tracked by Wall St. Rank hold CLSD as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Clearside Biomedical position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,333 Clearside Biomedical shares in Q1 2024, an estimated $23.4K.
  • Wealth Enhancement Advisory Services first reported a position in Clearside Biomedical in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Clearside Biomedical position peaked at $23.4K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Clearside Biomedical as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.