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Clearview Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Clearview Wealth Advisors’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85
Closed -$9.65K – 148
2023
Q2 		$9.65K Hold
85
– – 0.01% 368
2023
Q1 		$10.7K Hold
85
– – 0.01% 359
2022
Q4 		$12.4K Hold
85
– – 0.01% 303
2022
Q3 		$12K Sell
85
-30
-26% -$4.6K 0.01% 311
2022
Q2 		$17K Sell
115
-60
-34% -$10.2K 0.01% 296
2022
Q1 		$35K Sell
175
-138
-44% -$26.9K 0.02% 237
2021
Q4 		$70K Buy
313
+60
+24% +$12.4K 0.04% 198
2021
Q3 		$48K Buy
253
+8
+3% +$1.59K 0.03% 236
2021
Q2 		$45K Buy
+245
New +$43.9K 0.03% 247

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clearview Wealth Advisors's ARE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 85 shares — an estimated $9.65K sold.

Clearview Wealth Advisors first reported a position in ARE in Q2 2021 and held it in 9 quarters. The position peaked at $70K in Q4 2021. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 85 Alexandria Real Estate Equities shares in Q3 2023, an estimated $9.65K.
  • Clearview Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's Alexandria Real Estate Equities position peaked at $70K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.