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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $1.67B AUM 35.09% 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 $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Carriage Services (CSV) in Q3 2019, closing a stake of 309 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in CSV in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 109 funds tracked by Wall St. Rank hold CSV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Carriage Services position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 309 Carriage Services shares in Q3 2019, an estimated $6K.
  • Clarus Wealth Advisors first reported a position in Carriage Services in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Carriage Services position peaked at $9K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Carriage Services as of Q3 2019.

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