Clarus Wealth Advisors’s Adamas Trust ADAM Stock Holding History

Clarus Wealth Advisors’s Portfolio ADAM Stock Details ADAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-400	Closed	-$10K	–	424
2019 Q2	$10K	Buy	+400	New	+$9.88K	0.01%	437

Other funds holding ADAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Clarus Wealth Advisors sold out of Adamas Trust (ADAM) in Q3 2019, closing a stake of 400 shares — an estimated $10K sold.

Clarus Wealth Advisors first reported a position in ADAM in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 206 funds tracked by Wall St. Rank hold ADAM as of Q3 2019.

Clarus Wealth Advisors reported no remaining Adamas Trust position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 400 Adamas Trust shares in Q3 2019, an estimated $10K.
Clarus Wealth Advisors first reported a position in Adamas Trust in Q2 2019 and held it in 1 quarter.
Clarus Wealth Advisors's Adamas Trust position peaked at $10K in Q2 2019.
206 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2019.

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