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Clearview Wealth Advisors’s Resources Connection RGP Stock Holding History

Clearview Wealth Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-86
Closed -$1.35K – 504
2023
Q2 		$1.35K Sell
86
-17,666
-100% -$275K ﹤0.01% 567
2023
Q1 		$303K Buy
+17,752
New +$312K 0.31% 93

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 RGP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Resources Connection (RGP) in Q3 2023, closing a stake of 86 shares — an estimated $1.35K sold.

Clearview Wealth Advisors first reported a position in RGP in Q1 2023 and held it in 2 quarters. The position peaked at $303K in Q1 2023. 162 funds tracked by Wall St. Rank hold RGP as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Resources Connection position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 86 Resources Connection shares in Q3 2023, an estimated $1.35K.
  • Clearview Wealth Advisors first reported a position in Resources Connection in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Resources Connection position peaked at $303K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Resources Connection as of Q3 2023.

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