CWA
ZEUS

Clearview Wealth Advisors’s Olympic Steel ZEUS Stock Holding History

Clearview Wealth Advisors’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,277
Closed -$308K – 670
2023
Q2 		$308K Sell
6,277
-357
-5% -$16.7K 0.31% 87
2023
Q1 		$346K Buy
+6,634
New +$307K 0.35% 84

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Olympic Steel (ZEUS) in Q3 2023, closing a stake of 6,277 shares — an estimated $308K sold.

Clearview Wealth Advisors first reported a position in ZEUS in Q1 2023 and held it in 2 quarters. The position peaked at $346K in Q1 2023. 154 funds tracked by Wall St. Rank hold ZEUS as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Olympic Steel position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 6,277 Olympic Steel shares in Q3 2023, an estimated $308K.
  • Clearview Wealth Advisors first reported a position in Olympic Steel in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Olympic Steel position peaked at $346K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Olympic Steel as of Q3 2023.

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