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Clearview Wealth Advisors’s Hertz HTZ Stock Holding History

Clearview Wealth Advisors’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$815 – 707
2023
Q1 		$815 Buy
+50
New +$872 ﹤0.01% 592
2022
Q2 		– Sell
-50
Closed -$1K – 616
2022
Q1 		$1K Buy
+50
New +$1.05K ﹤0.01% 558

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's HTZ Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Hertz (HTZ) in Q2 2023, closing a stake of 50 shares — an estimated $815 sold.

Clearview Wealth Advisors first reported a position in HTZ in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 263 funds tracked by Wall St. Rank hold HTZ as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Hertz position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 Hertz shares in Q2 2023, an estimated $815.
  • Clearview Wealth Advisors first reported a position in Hertz in Q1 2022 and held it in 2 quarters.
  • Clearview Wealth Advisors's Hertz position peaked at $1K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Hertz as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.