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Clearview Wealth Advisors’s Haleon HLN Stock Holding History

Clearview Wealth Advisors’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-428
Closed -$3.59K – 334
2023
Q2 		$3.59K Sell
428
-180
-30% -$1.54K ﹤0.01% 464
2023
Q1 		$4.95K Hold
608
– – 0.01% 429
2022
Q4 		$4.86K Buy
608
+68
+13% +$463 ﹤0.01% 398
2022
Q3 		$3K Buy
+540
New +$3.5K ﹤0.01% 454

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Haleon (HLN) in Q3 2023, closing a stake of 428 shares — an estimated $3.59K sold.

Clearview Wealth Advisors first reported a position in HLN in Q3 2022 and held it in 4 quarters. The position peaked at $4.95K in Q1 2023. 568 funds tracked by Wall St. Rank hold HLN as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Haleon position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 428 Haleon shares in Q3 2023, an estimated $3.59K.
  • Clearview Wealth Advisors first reported a position in Haleon in Q3 2022 and held it in 4 quarters.
  • Clearview Wealth Advisors's Haleon position peaked at $4.95K in Q1 2023.
  • 568 funds tracked by Wall St. Rank held Haleon as of Q3 2023.

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