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Clearview Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Clearview Wealth Advisors’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11
Closed -$4.1K – 473
2023
Q2 		$4.1K Buy
11
+1
+10% +$338 ﹤0.01% 447
2023
Q1 		$3.52K Hold
10
– – ﹤0.01% 466
2022
Q4 		$3.04K Hold
10
– – ﹤0.01% 445
2022
Q3 		$3K Hold
10
– – ﹤0.01% 462
2022
Q2 		$3K Hold
10
– – ﹤0.01% 476
2022
Q1 		$3K Hold
10
– – ﹤0.01% 498
2021
Q4 		$3K Hold
10
– – ﹤0.01% 559
2021
Q3 		$3K Hold
10
– – ﹤0.01% 554
2021
Q2 		$3K Hold
10
– – ﹤0.01% 550
2021
Q1 		$3K Hold
10
– – ﹤0.01% 527
2020
Q4 		$3K Buy
+10
New +$2.48K ﹤0.01% 488

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 11 shares — an estimated $4.1K sold.

Clearview Wealth Advisors first reported a position in PH in Q4 2020 and held it in 11 quarters. The position peaked at $4.1K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 11 Parker-Hannifin shares in Q3 2023, an estimated $4.1K.
  • Clearview Wealth Advisors first reported a position in Parker-Hannifin in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Parker-Hannifin position peaked at $4.1K in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

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