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Clearview Wealth Advisors’s Dycom Industries DY Stock Holding History

Clearview Wealth Advisors’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-115
Closed -$13.1K – 252
2023
Q2 		$13.1K Hold
115
– – 0.01% 331
2023
Q1 		$10.8K Hold
115
– – 0.01% 356
2022
Q4 		$10.8K Hold
115
– – 0.01% 321
2022
Q3 		$11K Hold
115
– – 0.01% 323
2022
Q2 		$11K Hold
115
– – 0.01% 345
2022
Q1 		$11K Hold
115
– – 0.01% 363
2021
Q4 		$11K Hold
115
– – 0.01% 395
2021
Q3 		$8K Hold
115
– – 0.01% 448
2021
Q2 		$9K Sell
115
-50
-30% -$4.31K 0.01% 444
2021
Q1 		$15K Buy
165
+50
+43% +$4.33K 0.01% 362
2020
Q4 		$9K Buy
+115
New +$7.93K 0.01% 384

Other funds holding DY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Dycom Industries (DY) in Q3 2023, closing a stake of 115 shares — an estimated $13.1K sold.

Clearview Wealth Advisors first reported a position in DY in Q4 2020 and held it in 11 quarters. The position peaked at $15K in Q1 2021. 243 funds tracked by Wall St. Rank hold DY as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Dycom Industries position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 115 Dycom Industries shares in Q3 2023, an estimated $13.1K.
  • Clearview Wealth Advisors first reported a position in Dycom Industries in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Dycom Industries position peaked at $15K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2023.

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