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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Steris (STE) in Q3 2023, closing a stake of 108 shares — an estimated $24.3K sold.

Clearview Wealth Advisors first reported a position in STE in Q4 2020 and held it in 11 quarters. The position peaked at $26K in Q1 2022. 682 funds tracked by Wall St. Rank hold STE as of Q3 2023.

Clearview Wealth Advisors reported no remaining Steris position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 108 Steris shares in Q3 2023, an estimated $24.3K.
Clearview Wealth Advisors first reported a position in Steris in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Steris position peaked at $26K in Q1 2022.
682 funds tracked by Wall St. Rank held Steris as of Q3 2023.

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