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Clarus Wealth Advisors’s Carriage Services CSV Stock Holding History

Clarus Wealth Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-309
Closed -$6K – 219
2019
Q2 		$6K Buy
309
+2
+0.7% +$38 ﹤0.01% 472
2019
Q1 		$6K Buy
307
+1
+0.3% +$19 ﹤0.01% 558
2018
Q4 		$5K Buy
306
+1
+0.3% +$18 0.01% 576
2018
Q3 		$7K Sell
305
-17
-5% -$400 ﹤0.01% 579
2018
Q2 		$9K Buy
+322
New +$8.38K 0.01% 538

Other funds holding CSV

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return