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Clearview Wealth Advisors’s Spectrum Brands SPB Stock Holding History

Clearview Wealth Advisors’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2
Closed – – 733
2021
Q3 		$0 Hold
2
– – ﹤0.01% 692
2021
Q2 		$0 Hold
2
– – ﹤0.01% 680
2021
Q1 		$0 Hold
2
– – ﹤0.01% 644
2020
Q4 		$0 Buy
+2
New +$131 ﹤0.01% 584

Other funds holding SPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Clearview Wealth Advisors's SPB Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Spectrum Brands (SPB) in Q4 2021, closing a stake of 2 shares.

Clearview Wealth Advisors first reported a position in SPB in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 294 funds tracked by Wall St. Rank hold SPB as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Spectrum Brands position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2 Spectrum Brands shares in Q4 2021.
  • Clearview Wealth Advisors first reported a position in Spectrum Brands in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Spectrum Brands position peaked at $0 in Q3 2021.
  • 294 funds tracked by Wall St. Rank held Spectrum Brands as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.