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Clearview Wealth Advisors’s Levi Strauss LEVI Stock Holding History

Clearview Wealth Advisors’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20
Closed -$365 – 713
2023
Q1 		$365 Buy
+20
New +$344 ﹤0.01% 629
2022
Q1 		– Sell
-100
Closed -$3K – 663
2021
Q4 		$3K Hold
100
– – ﹤0.01% 555
2021
Q3 		$2K Buy
+100
New +$2.7K ﹤0.01% 588
2021
Q1 		– Sell
-244
Closed -$5K – 633
2020
Q4 		$5K Buy
+244
New +$4.37K ﹤0.01% 448

Other funds holding LEVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Levi Strauss (LEVI) in Q2 2023, closing a stake of 20 shares — an estimated $365 sold.

Clearview Wealth Advisors first reported a position in LEVI in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 215 funds tracked by Wall St. Rank hold LEVI as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Levi Strauss position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 20 Levi Strauss shares in Q2 2023, an estimated $365.
  • Clearview Wealth Advisors first reported a position in Levi Strauss in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Levi Strauss position peaked at $5K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2023.

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