CWA
MODV

Clearview Wealth Advisors’s ModivCare MODV Stock Holding History

Clearview Wealth Advisors’s Portfolio MODV Stock Details MODV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,775
Closed -$532K – 422
2023
Q2 		$532K Buy
+11,775
New +$700K 0.54% 57

Other funds holding MODV

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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

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

Clearview Wealth Advisors sold out of ModivCare (MODV) in Q3 2023, closing a stake of 11,775 shares — an estimated $532K sold.

Clearview Wealth Advisors first reported a position in MODV in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 134 funds tracked by Wall St. Rank hold MODV as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining ModivCare position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 11,775 ModivCare shares in Q3 2023, an estimated $532K.
  • Clearview Wealth Advisors first reported a position in ModivCare in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's ModivCare position peaked at $532K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held ModivCare as of Q3 2023.

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