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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return