Clearstead Advisors, LLC Sells in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLB
Dolby Laboratories, Inc.

Industrials
-37
- 14.02%
$70.91 - $81.98 $2.62K - $3.03K
227 $17K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-57
- 8.44%
$22.66 - $27.11 $1.29K - $1.55K
618 $14K
REZI
Resideo Technologies, Inc.

Industrials
-167
- 53.7%
$19.3 - $27.75 $3.22K - $4.63K
144 $3K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-87
- 22.37%
$26.61 - $29.85 $2.32K - $2.6K
302 $8K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-39
- 38.61%
$42.89 - $48.05 $1.67K - $1.87K
62 $2K
AGX
Argan Inc

Industrials
-26
- 42.62%
$100.91 - $160.81 $2.62K - $4.18K
35 $4K
HRI
Herc Holdings Inc

Industrials
-20
- 33.33%
$155.15 - $239.28 $3.1K - $4.79K
40 $7K
MAA
Mid America Apartment Communities Inc.

Real Estate
-14
- 12.5%
$149.17 - $165.2 $2.09K - $2.31K
98 $15K
RHI
Robert Half International Inc.

Industrials
-39
- 72.22%
$65.55 - $76.8 $2.56K - $3K
15 $1K
ACLX
Arcellx, Inc.

Healthcare
-21
- 38.89%
$75.39 - $106.53 $1.58K - $2.24K
33 $2K
LDOS
Leidos Holdings, Inc.

Technology
-5
- 8.93%
$143.17 - $201.39 $716 - $1.01K
51 $7K
USB
Us Bancorp \De\

Financial Services
-448
- 4.63%
$43.98 - $53.66 $19.7K - $24K
9.22K $440K
PINS
Pinterest, Inc.

Communication Services
-23
- 3.97%
$28.24 - $34.15 $650 - $785
556 $16K
XEL
Xcel Energy Inc

Utilities
-178
- 3.77%
$62.16 - $72.92 $11.1K - $13K
4.55K $306K
BXP
Boston Properties Inc

Real Estate
-29
- 85.29%
$73.33 - $89.72 $2.13K - $2.6K
5 $0
VFC
V F Corp

Consumer Cyclical
-114
- 27.08%
$16.7 - $22.59 $1.9K - $2.58K
307 $6K
ASIX
Advan Six Inc.

Basic Materials
-41
- 63.08%
$27.85 - $32.87 $1.14K - $1.35K
24 $0
PFGC
Performance Food Group CO

Consumer Defensive
-28
- 17.5%
$78.03 - $90.57 $2.18K - $2.54K
132 $11K
AGNC
Agnc Investment Corp.

Real Estate
-82
- 29.08%
$9.21 - $10.59 $755 - $868
200 $1K
XLC
Select Sector Spdr Tr Communic

ETFs
-83
- 7.19%
$89.66 - $102.16 $7.44K - $8.48K
1.07K $103K
PRO
Pros Holdings, Inc.

Technology
-161
- 30.61%
$17.69 - $25.4 $2.85K - $4.09K
365 $8K
PRI
Primerica, Inc.

Financial Services
-4
Closed
$265.71 - $304.93 $1.06K - $1.22K
0 $0
DUOL
Duolingo, Inc.

Technology
-6
- 28.57%
$278.75 - $373.03 $1.67K - $2.24K
15 $4K
BALL
Ball Corp

Consumer Cyclical
-16
- 76.19%
$54.84 - $67.94 $877 - $1.09K
5 $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
-35
- 33.33%
$60.38 - $78.79 $2.11K - $2.76K
70 $5K
K
Kellogg CO

Consumer Defensive
-94
- 0.38%
$80.34 - $81.29 $7.55K - $7.64K
24.8K $2.01M
EEFT
Euronet Worldwide, Inc.

Technology
-15
- 22.39%
$96.0 - $106.61 $1.44K - $1.6K
52 $5K
PKI
Perkinelmer Inc

Healthcare
-13
Closed
N/A
0 $0
SPT
Sprout Social, Inc.

Technology
-89
- 8.17%
$26.49 - $36.24 $2.36K - $3.23K
1K $30K
EVR
Evercore Inc.

Financial Services
-26
- 9.85%
$247.66 - $315.67 $6.44K - $8.21K
238 $65K
POWL
Powell Industries Inc

Industrials
-3
- 3.0%
$221.65 - $352.37 $665 - $1.06K
97 $21K
JHG
Janus Henderson Group PLC

Financial Services
-28
Closed
$37.65 - $45.66 $1.05K - $1.28K
0 $0
Ftai Aviation LTD
-14.7K
- 13.64%
N/A
93.3K $0
Arcadium Lithium PLC
-24.3K
- 99.02%
N/A
240 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-54
- 3.17%
$125.36 - $147.37 $6.77K - $7.96K
1.65K $216K
Freightos LTD
-814
- 95.88%
N/A
35 $0
Linde PLC
-95
- 1.3%
N/A
7.24K $0
Sharkninja Inc
-627
- 99.52%
N/A
3 $0
RF
Regions Financial Corp

Financial Services
-118
- 0.82%
$22.45 - $27.47 $2.65K - $3.24K
14.3K $336K
Cava Group Inc
-76
- 7.01%
N/A
1.01K $0
Rb Global Inc
-46
- 1.28%
N/A
3.54K $0
Sitio Royalties Corp
-798
- 21.45%
N/A
2.92K $0
Cooper Cos Inc
-94
- 2.47%
N/A
3.71K $0
Solventum Corp
-1.15K
- 26.91%
N/A
3.11K $0
Tko Group Holdings Inc
-26
- 15.03%
N/A
147 $0
Siriusxm Holdings Inc
-12.1K
- 24.05%
N/A
38.4K $0
Natwest Group PLC
-5.77K
- 54.24%
N/A
4.87K $0
MOGA
Moog Inc Cla
-152
- 8.66%
N/A
1.6K $0
Middlefield Banc Corp
-3.1K
- 6.33%
N/A
45.9K $0
Activity Summary
Buys All Purchases 826 New Holdings 188 Increased Positions 638 Sells All Sells 684 Reductions 681 Sold out 3 Options Calls 3 Puts 0
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