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Clarus Wealth Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Clarus Wealth Advisors’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-134
Closed -$2K – 689
2018
Q3 		$2K Hold
134
– – ﹤0.01% 674
2018
Q2 		$3K Buy
+134
New +$3.04K ﹤0.01% 660

Other funds holding GOEX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clarus Wealth Advisors's GOEX Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Global X Gold Explorers ETF NEW (GOEX) in Q4 2018, closing a stake of 134 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in GOEX in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 14 funds tracked by Wall St. Rank hold GOEX as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining Global X Gold Explorers ETF NEW position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 134 Global X Gold Explorers ETF NEW shares in Q4 2018, an estimated $2K.
  • Clarus Wealth Advisors first reported a position in Global X Gold Explorers ETF NEW in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Global X Gold Explorers ETF NEW position peaked at $3K in Q2 2018.
  • 14 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.