Clarus Wealth Advisors’s Carpenter Technology CRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-300	Closed	-$14K	–	217
2019 Q2	$14K	Hold	300	–	–	0.01%	404
2019 Q1	$14K	Hold	300	–	–	0.01%	469
2018 Q4	$11K	Hold	300	–	–	0.02%	493
2018 Q3	$18K	Buy	+300	New	+$17.2K	0.01%	445

Other funds holding CRS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Carpenter Technology (CRS) in Q3 2019, closing a stake of 300 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in CRS in Q3 2018 and held it in 4 quarters. The position peaked at $18K in Q3 2018. 224 funds tracked by Wall St. Rank hold CRS as of Q3 2019.

Clarus Wealth Advisors reported no remaining Carpenter Technology position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 300 Carpenter Technology shares in Q3 2019, an estimated $14K.
Clarus Wealth Advisors first reported a position in Carpenter Technology in Q3 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Carpenter Technology position peaked at $18K in Q3 2018.
224 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2019.

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