CWA
PKX icon

Clearview Wealth Advisors’s POSCO PKX Stock Holding History

Clearview Wealth Advisors’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-189
Closed -$14K – 480
2023
Q2 		$14K Buy
189
+2
+1% +$145 0.01% 322
2023
Q1 		$13.1K Hold
187
– – 0.01% 325
2022
Q4 		$10.2K Sell
187
-165
-47% -$8.18K 0.01% 326
2022
Q3 		$13K Buy
352
+4
+1% +$179 0.01% 307
2022
Q2 		$16K Buy
348
+8
+2% +$441 0.01% 306
2022
Q1 		$20K Hold
340
– – 0.01% 303
2021
Q4 		$20K Buy
+340
New +$21.1K 0.01% 334

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of POSCO (PKX) in Q3 2023, closing a stake of 189 shares — an estimated $14K sold.

Clearview Wealth Advisors first reported a position in PKX in Q4 2021 and held it in 7 quarters. The position peaked at $20K in Q1 2022. 160 funds tracked by Wall St. Rank hold PKX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining POSCO position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 189 POSCO shares in Q3 2023, an estimated $14K.
  • Clearview Wealth Advisors first reported a position in POSCO in Q4 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's POSCO position peaked at $20K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held POSCO as of Q3 2023.

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