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Clearview Wealth Advisors’s Central Pacific Financial CPF Stock Holding History

Clearview Wealth Advisors’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85
Closed -$1.33K – 218
2023
Q2 		$1.33K Sell
85
-14,853
-99% -$234K ﹤0.01% 569
2023
Q1 		$267K Buy
+14,938
New +$318K 0.27% 102

Other funds holding CPF

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Central Pacific Financial (CPF) in Q3 2023, closing a stake of 85 shares — an estimated $1.33K sold.

Clearview Wealth Advisors first reported a position in CPF in Q1 2023 and held it in 2 quarters. The position peaked at $267K in Q1 2023. 148 funds tracked by Wall St. Rank hold CPF as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Central Pacific Financial position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 85 Central Pacific Financial shares in Q3 2023, an estimated $1.33K.
  • Clearview Wealth Advisors first reported a position in Central Pacific Financial in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Central Pacific Financial position peaked at $267K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2023.

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