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Clearview Wealth Advisors’s Brunswick BC Stock Holding History

Clearview Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$866 – 163
2023
Q2 		$866 Buy
+10
New +$816 ﹤0.01% 617
2023
Q1 		– Sell
-10
Closed -$721 – 673
2022
Q4 		$721 Buy
+10
New +$711 ﹤0.01% 547

Other funds holding BC

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Brunswick (BC) in Q3 2023, closing a stake of 10 shares — an estimated $866 sold.

Clearview Wealth Advisors first reported a position in BC in Q4 2022 and held it in 2 quarters. The position peaked at $866 in Q2 2023. 378 funds tracked by Wall St. Rank hold BC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Brunswick position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Brunswick shares in Q3 2023, an estimated $866.
  • Clearview Wealth Advisors first reported a position in Brunswick in Q4 2022 and held it in 2 quarters.
  • Clearview Wealth Advisors's Brunswick position peaked at $866 in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Brunswick as of Q3 2023.

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