Clarus Wealth Advisors’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-600	Closed	-$44K	–	728
2018 Q4	$44K	Buy	+600	New	+$45.4K	0.07%	279

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Clarus Wealth Advisors's SR Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Spire (SR) in Q1 2019, closing a stake of 600 shares — an estimated $44K sold.

Clarus Wealth Advisors first reported a position in SR in Q4 2018 and held it in 1 quarter. The position peaked at $44K in Q4 2018. 277 funds tracked by Wall St. Rank hold SR as of Q1 2019.

Clarus Wealth Advisors reported no remaining Spire position as of Q1 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 600 Spire shares in Q1 2019, an estimated $44K.
Clarus Wealth Advisors first reported a position in Spire in Q4 2018 and held it in 1 quarter.
Clarus Wealth Advisors's Spire position peaked at $44K in Q4 2018.
277 funds tracked by Wall St. Rank held Spire as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.