CWA
XYZ

Clearview Wealth Advisors’s Block Inc XYZ Stock Holding History

Clearview Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$3.33K – 680
2023
Q2 		$3.33K Buy
50
+1
+2% +$62 ﹤0.01% 473
2023
Q1 		$3.36K Buy
49
+3
+7% +$225 ﹤0.01% 469
2022
Q4 		$2.89K Sell
46
-3
-6% -$185 ﹤0.01% 452
2022
Q3 		$3K Sell
49
-92
-65% -$6.51K ﹤0.01% 475
2022
Q2 		$9K Sell
141
-13
-8% -$1.19K 0.01% 376
2022
Q1 		$21K Buy
154
+13
+9% +$1.57K 0.01% 298
2021
Q4 		$23K Buy
141
+18
+15% +$3.9K 0.01% 317
2021
Q3 		$30K Buy
123
+1
+0.8% +$257 0.02% 287
2021
Q2 		$30K Sell
122
-20
-14% -$4.64K 0.02% 294
2021
Q1 		$32K Buy
142
+33
+30% +$7.72K 0.02% 279
2020
Q4 		$24K Buy
+109
New +$21.3K 0.02% 286

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 50 shares — an estimated $3.33K sold.

Clearview Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 11 quarters. The position peaked at $32K in Q1 2021. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 Block Inc shares in Q3 2023, an estimated $3.33K.
  • Clearview Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Block Inc position peaked at $32K in Q1 2021.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

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