CWA
Z icon

Clearview Wealth Advisors’s Zillow Z Stock Holding History

Clearview Wealth Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-67
Closed -$3.37K – 671
2023
Q2 		$3.37K Buy
67
+20
+43% +$920 ﹤0.01% 472
2023
Q1 		$2.09K Hold
47
– – ﹤0.01% 515
2022
Q4 		$1.51K Hold
47
– – ﹤0.01% 501
2022
Q3 		$1K Hold
47
– – ﹤0.01% 561
2022
Q2 		$1K Hold
47
– – ﹤0.01% 567
2022
Q1 		$2K Hold
47
– – ﹤0.01% 542
2021
Q4 		$3K Hold
47
– – ﹤0.01% 569
2021
Q3 		$4K Buy
+47
New +$4.75K ﹤0.01% 538

Other funds holding Z

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return