Clearview Wealth Advisors’s Ford F Stock Holding History

Clearview Wealth Advisors’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,828	Closed	-$73K	–	281
2023 Q2	$73K	Buy	4,828 +140	+3%	+$1.77K	0.07%	168
2023 Q1	$59.1K	Sell	4,688 -57	-1%	-$714	0.06%	189
2022 Q4	$55.2K	Sell	4,745 -4,545	-49%	-$58.4K	0.04%	164
2022 Q3	$104K	Buy	9,290 +1,042	+13%	+$14.6K	0.08%	111
2022 Q2	$92K	Buy	8,248 +1,007	+14%	+$13.8K	0.07%	131
2022 Q1	$122K	Buy	7,241 +6,514	+896%	+$124K	0.08%	122
2021 Q4	$15K	Sell	727 -147	-17%	-$2.71K	0.01%	362
2021 Q3	$12K	Buy	874 +201	+30%	+$2.73K	0.01%	390
2021 Q2	$10K	Buy	673 +60	+10%	+$798	0.01%	420
2021 Q1	$8K	Hold	613	–	–	0.01%	434
2020 Q4	$5K	Buy	+613	New	+$5.13K	﹤0.01%	444

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return