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Clearview Wealth Advisors’s TripAdvisor TRIP Stock Holding History

Clearview Wealth Advisors’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$3K – 737
2021
Q3 		$3K Sell
100
-100
-50% -$3.59K ﹤0.01% 558
2021
Q2 		$8K Hold
200
– – ﹤0.01% 467
2021
Q1 		$11K Buy
200
+100
+100% +$4.29K 0.01% 398
2020
Q4 		$3K Buy
+100
New +$2.41K ﹤0.01% 492

Other funds holding TRIP

PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of TripAdvisor (TRIP) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in TRIP in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 293 funds tracked by Wall St. Rank hold TRIP as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining TripAdvisor position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 TripAdvisor shares in Q4 2021, an estimated $3K.
  • Clearview Wealth Advisors first reported a position in TripAdvisor in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's TripAdvisor position peaked at $11K in Q1 2021.
  • 293 funds tracked by Wall St. Rank held TripAdvisor as of Q4 2021.

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