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Clearview Wealth Advisors’s Five Below FIVE Stock Holding History

Clearview Wealth Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10
Closed -$1.57K – 630
2022
Q3 		$1K Buy
+10
New +$1.31K ﹤0.01% 524

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearview Wealth Advisors's FIVE Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Five Below (FIVE) in Q4 2022, closing a stake of 10 shares — an estimated $1.57K sold.

Clearview Wealth Advisors first reported a position in FIVE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 481 funds tracked by Wall St. Rank hold FIVE as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Five Below position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Five Below shares in Q4 2022, an estimated $1.57K.
  • Clearview Wealth Advisors first reported a position in Five Below in Q3 2022 and held it in 1 quarter.
  • Clearview Wealth Advisors's Five Below position peaked at $1K in Q3 2022.
  • 481 funds tracked by Wall St. Rank held Five Below as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.