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Clarus Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Clarus Wealth Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-50
Closed -$4K – 467
2019
Q2 		$4K Hold
50
– – ﹤0.01% 520
2019
Q1 		$4K Hold
50
– – ﹤0.01% 612
2018
Q4 		$4K Hold
50
– – 0.01% 604
2018
Q3 		$4K Hold
50
– – ﹤0.01% 639
2018
Q2 		$4K Buy
+50
New +$3.87K ﹤0.01% 650

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Regal Rexnord (RRX) in Q3 2019, closing a stake of 50 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in RRX in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 255 funds tracked by Wall St. Rank hold RRX as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Regal Rexnord position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 50 Regal Rexnord shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Regal Rexnord in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Regal Rexnord position peaked at $4K in Q2 2019.
  • 255 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2019.

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