Clearview Wealth Advisors’s NiSource NI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-633	Closed	-$17.3K	–	438
2023 Q2	$17.3K	Sell	633 -360	-36%	-$9.99K	0.02%	297
2023 Q1	$27.8K	Hold	993	–	–	0.03%	238
2022 Q4	$27.2K	Hold	993	–	–	0.02%	212
2022 Q3	$25K	Hold	993	–	–	0.02%	232
2022 Q2	$29K	Hold	993	–	–	0.02%	236
2022 Q1	$32K	Sell	993 -1,225	-55%	-$35.6K	0.02%	245
2021 Q4	$61K	Buy	2,218 +1,418	+177%	+$36.1K	0.04%	214
2021 Q3	$19K	Buy	+800	New	+$19.9K	0.01%	344

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of NiSource (NI) in Q3 2023, closing a stake of 633 shares — an estimated $17.3K sold.

Clearview Wealth Advisors first reported a position in NI in Q3 2021 and held it in 8 quarters. The position peaked at $61K in Q4 2021. 582 funds tracked by Wall St. Rank hold NI as of Q3 2023.

Clearview Wealth Advisors reported no remaining NiSource position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 633 NiSource shares in Q3 2023, an estimated $17.3K.
Clearview Wealth Advisors first reported a position in NiSource in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's NiSource position peaked at $61K in Q4 2021.
582 funds tracked by Wall St. Rank held NiSource as of Q3 2023.

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