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Wealthspire Advisors (New York)’s Clearfield CLFD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-60
Closed -$2.06K – 1376
2025
Q3 		$2.06K Buy
+60
New +$2.23K ﹤0.01% 2606

Other funds holding CLFD

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wealthspire Advisors (New York)'s CLFD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Clearfield (CLFD) in Q4 2025, closing a stake of 60 shares — an estimated $2.06K sold.

Wealthspire Advisors (New York) first reported a position in CLFD in Q3 2025 and held it in 1 quarter. The position peaked at $2.06K in Q3 2025. 125 funds tracked by Wall St. Rank hold CLFD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Clearfield position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 60 Clearfield shares in Q4 2025, an estimated $2.06K.
  • Wealthspire Advisors (New York) first reported a position in Clearfield in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Clearfield position peaked at $2.06K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Clearfield as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.