Avior Wealth Management’s Clarus CLAR Stock Holding History

Avior Wealth Management’s Portfolio CLAR Stock Details CLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	-$40	–	2534
2024 Q1	$40	Buy	+6	New	+$37	﹤0.01%	3533

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's CLAR Position: Q2 2024 in Review

Avior Wealth Management sold out of Clarus (CLAR) in Q2 2024, closing a stake of 6 shares — an estimated $40 sold.

Avior Wealth Management first reported a position in CLAR in Q1 2024 and held it in 1 quarter. The position peaked at $40 in Q1 2024. 96 funds tracked by Wall St. Rank hold CLAR as of Q2 2024.

Avior Wealth Management reported no remaining Clarus position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 6 Clarus shares in Q2 2024, an estimated $40.
Avior Wealth Management first reported a position in Clarus in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Clarus position peaked at $40 in Q1 2024.
96 funds tracked by Wall St. Rank held Clarus as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.