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Clearview Wealth Advisors’s Fortune Brands Innovations FBIN Stock Holding History

Clearview Wealth Advisors’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,765
Closed -$657K – 102
2024
Q1 		$657K Sell
7,765
-6,751
-47% -$536K 0.67% 35
2023
Q4 		$1.11M Sell
14,516
-301
-2% -$19.8K 1.29% 20
2023
Q3 		$921K Buy
14,817
+1,219
+9% +$83.8K 1.14% 21
2023
Q2 		$978K Buy
13,598
+820
+6% +$52.2K 0.99% 24
2023
Q1 		$751K Buy
+12,778
New +$781K 0.76% 34

Other funds holding FBIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearview Wealth Advisors's FBIN Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Fortune Brands Innovations (FBIN) in Q2 2024, closing a stake of 7,765 shares — an estimated $657K sold.

Clearview Wealth Advisors first reported a position in FBIN in Q1 2023 and held it in 5 quarters. The position peaked at $1.11M in Q4 2023. 614 funds tracked by Wall St. Rank hold FBIN as of Q2 2024.

  • Clearview Wealth Advisors reported no remaining Fortune Brands Innovations position as of Q2 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 7,765 Fortune Brands Innovations shares in Q2 2024, an estimated $657K.
  • Clearview Wealth Advisors first reported a position in Fortune Brands Innovations in Q1 2023 and held it in 5 quarters.
  • Clearview Wealth Advisors's Fortune Brands Innovations position peaked at $1.11M in Q4 2023.
  • 614 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.