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Clearview Wealth Advisors’s Seneca Foods Class A SENEA Stock Holding History

Clearview Wealth Advisors’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,019
Closed -$197K – 530
2023
Q2 		$197K Buy
6,019
+312
+5% +$14.7K 0.2% 111
2023
Q1 		$298K Buy
+5,707
New +$328K 0.3% 94

Other funds holding SENEA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Seneca Foods Class A (SENEA) in Q3 2023, closing a stake of 6,019 shares — an estimated $197K sold.

Clearview Wealth Advisors first reported a position in SENEA in Q1 2023 and held it in 2 quarters. The position peaked at $298K in Q1 2023. 102 funds tracked by Wall St. Rank hold SENEA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Seneca Foods Class A position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 6,019 Seneca Foods Class A shares in Q3 2023, an estimated $197K.
  • Clearview Wealth Advisors first reported a position in Seneca Foods Class A in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Seneca Foods Class A position peaked at $298K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held Seneca Foods Class A as of Q3 2023.

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