Clarus Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,244	Closed	-$17K	–	326
2019 Q2	$17K	Hold	1,244	–	–	0.01%	384
2019 Q1	$16K	Buy	1,244 +4	+0.3%	+$53	0.01%	457
2018 Q4	$17K	Buy	1,240 +4	+0.3%	+$53	0.03%	427
2018 Q3	$17K	Sell	1,236 -856	-41%	-$13K	0.01%	461
2018 Q2	$35K	Buy	+2,092	New	+$37.9K	0.03%	339

Other funds holding IBKR

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Interactive Brokers (IBKR) in Q3 2019, closing a stake of 1,244 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in IBKR in Q2 2018 and held it in 5 quarters. The position peaked at $35K in Q2 2018. 243 funds tracked by Wall St. Rank hold IBKR as of Q3 2019.

Clarus Wealth Advisors reported no remaining Interactive Brokers position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,244 Interactive Brokers shares in Q3 2019, an estimated $17K.
Clarus Wealth Advisors first reported a position in Interactive Brokers in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Interactive Brokers position peaked at $35K in Q2 2018.
243 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2019.

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