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Clearview Wealth Advisors’s Union Pacific UNP Stock Holding History

Clearview Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$20K – 739
2021
Q3 		$20K Hold
100
– – 0.01% 340
2021
Q2 		$22K Hold
100
– – 0.01% 332
2021
Q1 		$22K Hold
100
– – 0.01% 320
2020
Q4 		$21K Buy
+100
New +$20K 0.01% 297

Other funds holding UNP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Union Pacific (UNP) in Q4 2021, closing a stake of 100 shares — an estimated $20K sold.

Clearview Wealth Advisors first reported a position in UNP in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 2,400 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Union Pacific position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Union Pacific shares in Q4 2021, an estimated $20K.
  • Clearview Wealth Advisors first reported a position in Union Pacific in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Union Pacific position peaked at $22K in Q2 2021.
  • 2,400 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

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