CWA
DPRO

Clearview Wealth Advisors’s Draganfly DPRO Stock Holding History

Clearview Wealth Advisors’s Portfolio DPRO Stock Details DPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$640 – 244
2023
Q2 		$640 Hold
20
– – ﹤0.01% 626
2023
Q1 		$640 Buy
+20
New +$824 ﹤0.01% 601

Other funds holding DPRO

AA
AlphaCentric Advisors San Juan, Puerto Rico $100M AUM
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Draganfly (DPRO) in Q3 2023, closing a stake of 20 shares — an estimated $640 sold.

Clearview Wealth Advisors first reported a position in DPRO in Q1 2023 and held it in 2 quarters. The position peaked at $640 in Q2 2023. 27 funds tracked by Wall St. Rank hold DPRO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Draganfly position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 20 Draganfly shares in Q3 2023, an estimated $640.
  • Clearview Wealth Advisors first reported a position in Draganfly in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Draganfly position peaked at $640 in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Draganfly as of Q3 2023.

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