CWA
HSII

Clearview Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History

Clearview Wealth Advisors’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,539
Closed -$305K – 340
2023
Q2 		$305K Buy
+11,539
New +$304K 0.31% 88

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Heidrick & Struggles (HSII) in Q3 2023, closing a stake of 11,539 shares — an estimated $305K sold.

Clearview Wealth Advisors first reported a position in HSII in Q2 2023 and held it in 1 quarter. The position peaked at $305K in Q2 2023. 157 funds tracked by Wall St. Rank hold HSII as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Heidrick & Struggles position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 11,539 Heidrick & Struggles shares in Q3 2023, an estimated $305K.
  • Clearview Wealth Advisors first reported a position in Heidrick & Struggles in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Heidrick & Struggles position peaked at $305K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q3 2023.

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