CWA
AAC

Clarus Wealth Advisors’s AAC Holdings AAC Stock Holding History

Clarus Wealth Advisors’s Portfolio AAC Stock Details AAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed – – 612
2019
Q2 		$0 Hold
500
– – ﹤0.01% 729
2019
Q1 		$1K Hold
500
– – ﹤0.01% 675
2018
Q4 		$1K Hold
500
– – ﹤0.01% 668
2018
Q3 		$4K Hold
500
– – ﹤0.01% 645
2018
Q2 		$6K Buy
+500
New +$5.46K ﹤0.01% 601

Other funds holding AAC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's AAC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of AAC Holdings (AAC) in Q3 2019, closing a stake of 500 shares.

Clarus Wealth Advisors first reported a position in AAC in Q2 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 35 funds tracked by Wall St. Rank hold AAC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining AAC Holdings position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 500 AAC Holdings shares in Q3 2019.
  • Clarus Wealth Advisors first reported a position in AAC Holdings in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's AAC Holdings position peaked at $6K in Q2 2018.
  • 35 funds tracked by Wall St. Rank held AAC Holdings as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.