Atlantic Trust
Latest statistics and disclosures from Clearstead Trust's latest quarterly 13F-HR filing:
- Reduced shares in these 10 stocks: QQQ (-$66M), ILCG (-$40M), , MSFT (-$21M), AAPL (-$16M), BIL (-$14M), AMZN (-$11M), NVDA (-$10M), GOOGL (-$9.4M), .
- Sold out of its positions in AES, T, ARKK, ARKQ, ARKG, ARKW, ARKF, ABT, ABBV, ADBE.
- Clearstead Trust was a net seller of stock by $-402M.
- Central Index Key (CIK): 0001708001
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Portfolio Holdings for Clearstead Trust
Clearstead Trust holds 0 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Sorry, no holdings found in Clearstead Trust 13F-HR filing.
Past Filings by Clearstead Trust
SEC 13F filings are viewable for Clearstead Trust going back to 2016
- Clearstead Trust 2024 Q3 filed Nov. 13, 2024
- Clearstead Trust 2024 Q2 filed Aug. 9, 2024
- Clearstead Trust 2024 Q1 filed May 10, 2024
- Clearstead Trust 2023 Q4 filed Feb. 6, 2024
- Clearstead Trust 2023 Q3 filed Nov. 13, 2023
- Clearstead Trust 2023 Q2 filed Aug. 8, 2023
- Clearstead Trust 2023 Q1 filed May 10, 2023
- Clearstead Trust 2022 Q4 filed Feb. 1, 2023
- Clearstead Trust 2022 Q3 filed Nov. 14, 2022
- Clearstead Trust 2022 Q2 filed Aug. 11, 2022
- Clearstead Trust 2022 Q1 filed May 16, 2022
- Clearstead Trust 2021 Q4 filed Feb. 9, 2022
- Clearstead Trust 2021 Q3 filed Nov. 2, 2021
- Atlantic Trust 2021 Q2 filed Aug. 12, 2021
- Atlantic Trust 2021 Q1 filed April 30, 2021
- Atlantic Trust 2020 Q4 filed Feb. 16, 2021