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Clearview Wealth Advisors’s DXP Enterprises DXPE Stock Holding History

Clearview Wealth Advisors’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,958
Closed -$399K – 251
2023
Q2 		$399K Buy
+10,958
New +$331K 0.41% 70

Other funds holding DXPE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of DXP Enterprises (DXPE) in Q3 2023, closing a stake of 10,958 shares — an estimated $399K sold.

Clearview Wealth Advisors first reported a position in DXPE in Q2 2023 and held it in 1 quarter. The position peaked at $399K in Q2 2023. 139 funds tracked by Wall St. Rank hold DXPE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining DXP Enterprises position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10,958 DXP Enterprises shares in Q3 2023, an estimated $399K.
  • Clearview Wealth Advisors first reported a position in DXP Enterprises in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's DXP Enterprises position peaked at $399K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2023.

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