Bedel Financial Consulting’s Clarus CLAR Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-200	Closed	-$5K	–	325
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	760
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	747
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	767
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	763
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	794
2020 Q4	$3K	Hold	200	–	–	﹤0.01%	704
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	664
2020 Q2	$2K	Sell	200 -1	-0.5%	-$10	﹤0.01%	674
2020 Q1	$2K	Hold	201	–	–	﹤0.01%	661
2019 Q4	$3K	Hold	201	–	–	﹤0.01%	629
2019 Q3	$2K	Hold	201	–	–	﹤0.01%	644
2019 Q2	$3K	Hold	201	–	–	﹤0.01%	604
2019 Q1	$3K	Hold	201	–	–	﹤0.01%	606
2018 Q4	$2K	Hold	201	–	–	﹤0.01%	602
2018 Q3	$2K	Hold	201	–	–	﹤0.01%	606
2018 Q2	$2K	Hold	201	–	–	﹤0.01%	607
2018 Q1	$1K	Buy	+201	New	+$1.43K	﹤0.01%	640

Other funds holding CLAR

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

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

Fidelity Investments

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

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return