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Clearview Wealth Advisors’s DMC Global BOOM Stock Holding History

Clearview Wealth Advisors’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,990
Closed -$302K – 175
2023
Q2 		$302K Buy
16,990
+3,711
+28% +$67.1K 0.31% 89
2023
Q1 		$292K Buy
+13,279
New +$304K 0.3% 95

Other funds holding BOOM

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of DMC Global (BOOM) in Q3 2023, closing a stake of 16,990 shares — an estimated $302K sold.

Clearview Wealth Advisors first reported a position in BOOM in Q1 2023 and held it in 2 quarters. The position peaked at $302K in Q2 2023. 136 funds tracked by Wall St. Rank hold BOOM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining DMC Global position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 16,990 DMC Global shares in Q3 2023, an estimated $302K.
  • Clearview Wealth Advisors first reported a position in DMC Global in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's DMC Global position peaked at $302K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held DMC Global as of Q3 2023.

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