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Clearview Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

Clearview Wealth Advisors’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,417
Closed -$874K – 128
2023
Q3 		$874K Buy
20,417
+20,330
+23,368% +$797K 1.08% 25
2023
Q2 		$3.2K Buy
87
+52
+149% +$1.81K ﹤0.01% 476
2023
Q1 		$1.23K Buy
+35
New +$1.13K ﹤0.01% 560

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clearview Wealth Advisors's SFM Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q4 2023, closing a stake of 20,417 shares — an estimated $874K sold.

Clearview Wealth Advisors first reported a position in SFM in Q1 2023 and held it in 3 quarters. The position peaked at $874K in Q3 2023. 452 funds tracked by Wall St. Rank hold SFM as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 20,417 Sprouts Farmers Market shares in Q4 2023, an estimated $874K.
  • Clearview Wealth Advisors first reported a position in Sprouts Farmers Market in Q1 2023 and held it in 3 quarters.
  • Clearview Wealth Advisors's Sprouts Farmers Market position peaked at $874K in Q3 2023.
  • 452 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.