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Clear Rock Advisors, LLC Historic Quarter Change: USA Stocks, Reduced

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Clear Rock Advisors, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Clear Rock Advisors, LLC opened 5 positions, added to 63, reduced 8 and sold out of 6.

  • Q2 2024: Stock TXN; Country of operation United States; Class COM; Shares before 12,505.
  • Q2 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 3,649.
  • Q2 2024: Stock COST; Country of operation United States; Class COM; Shares before 4,901.
  • Q2 2024: Stock ALL; Country of operation United States; Class COM; Shares before 18,026.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1810372), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-09-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-06-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024TXN
TEXAS INSTRS INC		United StatesCOM12,5051,191-11,314$2,178,497$231,686-$1,946,8112024-09-03
Q2 2024AVGO
BROADCOM INC		United StatesCOM3,6493,376-273$4,836,422$5,420,271+$583,8492024-09-03
Q2 2024COST
COSTCO WHSL CORP NEW		United StatesCOM4,9014,824-77$3,590,620$4,100,352+$509,7322024-09-03
Q2 2024ALL
ALLSTATE CORP		United StatesCOM18,02616,795-1,231$3,118,680$2,681,491-$437,1892024-09-03
Q2 2024ACN
ACCENTURE PLC IRELAND		SHS CLASS A6,5886,371-217$2,283,468$1,933,027-$350,4412024-09-03
Q2 2024TSCO
TRACTOR SUPPLY CO		United StatesCOM12,50511,497-1,008$3,272,810$3,104,190-$168,6202024-09-03
Q1 2024DHI
D R HORTON INC		United StatesCOM24,70424,276-428$3,579,857$3,994,617+$414,7602024-06-10
Q1 2024AVGO
BROADCOM INC		United StatesCOM3,7263,649-77$4,782,098$4,836,422+$54,3242024-06-10

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