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Clearview Wealth Advisors’s Ennis EBF Stock Holding History

Clearview Wealth Advisors’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-152
Closed -$3.1K – 256
2023
Q2 		$3.1K Hold
152
– – ﹤0.01% 483
2023
Q1 		$3.21K Hold
152
– – ﹤0.01% 475
2022
Q4 		$3.37K Buy
+152
New +$3.37K ﹤0.01% 433

Other funds holding EBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Ennis (EBF) in Q3 2023, closing a stake of 152 shares — an estimated $3.1K sold.

Clearview Wealth Advisors first reported a position in EBF in Q4 2022 and held it in 3 quarters. The position peaked at $3.37K in Q4 2022. 139 funds tracked by Wall St. Rank hold EBF as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Ennis position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 152 Ennis shares in Q3 2023, an estimated $3.1K.
  • Clearview Wealth Advisors first reported a position in Ennis in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Ennis position peaked at $3.37K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Ennis as of Q3 2023.

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