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	–	447
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Northwest Natural Holdings (NWN) in Q3 2023, closing a stake of 23 shares — an estimated $990 sold.

Clearview Wealth Advisors first reported a position in NWN in Q4 2020 and held it in 11 quarters. The position peaked at $1.09K in Q4 2022. 229 funds tracked by Wall St. Rank hold NWN as of Q3 2023.

Clearview Wealth Advisors reported no remaining Northwest Natural Holdings position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 23 Northwest Natural Holdings shares in Q3 2023, an estimated $990.
Clearview Wealth Advisors first reported a position in Northwest Natural Holdings in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Northwest Natural Holdings position peaked at $1.09K in Q4 2022.
229 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2023.

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