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Clarus Wealth Advisors’s Steris STE Stock Holding History

Clarus Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,299
Closed -$259K – 132
2021
Q1 		$259K Hold
1,299
– – 0.16% 109
2020
Q4 		$260K Buy
1,299
+11
+0.9% +$2.05K 0.17% 105
2020
Q3 		$233K Buy
+1,288
New +$206K 0.18% 107

Other funds holding STE

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Clarus Wealth Advisors's STE Position: Q2 2021 in Review

Clarus Wealth Advisors sold out of Steris (STE) in Q2 2021, closing a stake of 1,299 shares — an estimated $259K sold.

Clarus Wealth Advisors first reported a position in STE in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q4 2020. 624 funds tracked by Wall St. Rank hold STE as of Q2 2021.

  • Clarus Wealth Advisors reported no remaining Steris position as of Q2 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,299 Steris shares in Q2 2021, an estimated $259K.
  • Clarus Wealth Advisors first reported a position in Steris in Q3 2020 and held it in 3 quarters.
  • Clarus Wealth Advisors's Steris position peaked at $260K in Q4 2020.
  • 624 funds tracked by Wall St. Rank held Steris as of Q2 2021.

Based on Clarus Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.