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Clarus Wealth Advisors’s Smith Micro Software SMSI Stock Holding History

Clarus Wealth Advisors’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-67
Closed -$8K – 487
2019
Q2 		$8K Hold
67
– – 0.01% 461
2019
Q1 		$7K Hold
67
– – 0.01% 553
2018
Q4 		$5K Hold
67
– – 0.01% 585
2018
Q3 		$7K Sell
67
-50
-43% -$4.98K ﹤0.01% 587
2018
Q2 		$8K Buy
+117
New +$9.71K 0.01% 566

Other funds holding SMSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FA
Friess Associates Greenville, Delaware $59.9M AUM 3.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Smith Micro Software (SMSI) in Q3 2019, closing a stake of 67 shares — an estimated $8K sold.

Clarus Wealth Advisors first reported a position in SMSI in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q2 2019. 39 funds tracked by Wall St. Rank hold SMSI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Smith Micro Software position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 67 Smith Micro Software shares in Q3 2019, an estimated $8K.
  • Clarus Wealth Advisors first reported a position in Smith Micro Software in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Smith Micro Software position peaked at $8K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held Smith Micro Software as of Q3 2019.

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