Clearview Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-23	Closed	-$990	–	448
2023 Q2	$990	Hold	23	–	–	﹤0.01%	608
2023 Q1	$1.09K	Hold	23	–	–	﹤0.01%	574
2022 Q4	$1.09K	Hold	23	–	–	﹤0.01%	524
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	542
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	550
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	568
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	652
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	628
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	620
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	589
2020 Q4	$1K	Buy	+23	New	+$1.09K	﹤0.01%	551

Other funds holding NWN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return