CWA
STE icon

Clearview Wealth Advisors’s Steris STE Stock Holding History

Clearview Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-108
Closed -$24.3K – 560
2023
Q2 		$24.3K Buy
108
+1
+0.9% +$200 0.02% 256
2023
Q1 		$20.6K Hold
107
– – 0.02% 273
2022
Q4 		$19.9K Hold
107
– – 0.02% 247
2022
Q3 		$18K Buy
107
+1
+0.9% +$203 0.01% 269
2022
Q2 		$22K Hold
106
– – 0.02% 271
2022
Q1 		$26K Hold
106
– – 0.02% 268
2021
Q4 		$26K Hold
106
– – 0.02% 304
2021
Q3 		$22K Hold
106
– – 0.01% 323
2021
Q2 		$22K Buy
106
+1
+1% +$201 0.01% 329
2021
Q1 		$20K Hold
105
– – 0.01% 333
2020
Q4 		$20K Buy
+105
New +$19.6K 0.01% 302

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return