Clearview Wealth Advisors’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-723	Closed	-$21.9K	–	335
2023 Q2	$21.9K	Sell	723 -21	-3%	-$593	0.02%	269
2023 Q1	$19.7K	Buy	744 +424	+133%	+$10.6K	0.02%	278
2022 Q4	$7.33K	Buy	320 +1	+0.3%	+$23	0.01%	362
2022 Q3	$7K	Buy	319 +100	+46%	+$2.53K	0.01%	377
2022 Q2	$5K	Hold	219	–	–	﹤0.01%	431
2022 Q1	$6K	Hold	219	–	–	﹤0.01%	432
2021 Q4	$6K	Hold	219	–	–	﹤0.01%	472
2021 Q3	$7K	Hold	219	–	–	﹤0.01%	466
2021 Q2	$7K	Hold	219	–	–	﹤0.01%	476
2021 Q1	$7K	Hold	219	–	–	﹤0.01%	450
2020 Q4	$6K	Buy	+219	New	+$5.91K	﹤0.01%	428

Other funds holding HMC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Honda (HMC) in Q3 2023, closing a stake of 723 shares — an estimated $21.9K sold.

Clearview Wealth Advisors first reported a position in HMC in Q4 2020 and held it in 11 quarters. The position peaked at $21.9K in Q2 2023. 326 funds tracked by Wall St. Rank hold HMC as of Q3 2023.

Clearview Wealth Advisors reported no remaining Honda position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 723 Honda shares in Q3 2023, an estimated $21.9K.
Clearview Wealth Advisors first reported a position in Honda in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Honda position peaked at $21.9K in Q2 2023.
326 funds tracked by Wall St. Rank held Honda as of Q3 2023.

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