Clarus Wealth Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-272	Closed	-$78K	–	272
2019 Q2	$78K	Sell	272 -15	-5%	-$4.15K	0.06%	228
2019 Q1	$71K	Buy	287 +1	+0.3%	+$224	0.05%	242
2018 Q4	$57K	Buy	286 +1	+0.4%	+$220	0.09%	241
2018 Q3	$64K	Buy	285 +4	+1%	+$868	0.04%	258
2018 Q2	$56K	Buy	+281	New	+$56.1K	0.04%	265

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Factset (FDS) in Q3 2019, closing a stake of 272 shares — an estimated $78K sold.

Clarus Wealth Advisors first reported a position in FDS in Q2 2018 and held it in 5 quarters. The position peaked at $78K in Q2 2019. 492 funds tracked by Wall St. Rank hold FDS as of Q3 2019.

Clarus Wealth Advisors reported no remaining Factset position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 272 Factset shares in Q3 2019, an estimated $78K.
Clarus Wealth Advisors first reported a position in Factset in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Factset position peaked at $78K in Q2 2019.
492 funds tracked by Wall St. Rank held Factset as of Q3 2019.

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