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Clarus Wealth Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

Clarus Wealth Advisors’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-600
Closed -$20K – 640
2019
Q1 		$20K Hold
600
– – 0.02% 417
2018
Q4 		$18K Hold
600
– – 0.03% 417
2018
Q3 		$21K Buy
600
+400
+200% +$13.7K 0.01% 426
2018
Q2 		$6K Buy
+200
New +$6.54K ﹤0.01% 590

Other funds holding FVAL

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clarus Wealth Advisors's FVAL Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Fidelity Value Factor ETF (FVAL) in Q2 2019, closing a stake of 600 shares — an estimated $20K sold.

Clarus Wealth Advisors first reported a position in FVAL in Q2 2018 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 22 funds tracked by Wall St. Rank hold FVAL as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining Fidelity Value Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 600 Fidelity Value Factor ETF shares in Q2 2019, an estimated $20K.
  • Clarus Wealth Advisors first reported a position in Fidelity Value Factor ETF in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Fidelity Value Factor ETF position peaked at $21K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.