Clarus Wealth Advisors’s Trekor Metals TGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	-$5K	–	148
2019 Q4	$5K	Sell	10,000 -5,000	-33%	-$2.11K	﹤0.01%	141
2019 Q3	$6K	Buy	15,000 +5,000	+50%	+$2.25K	﹤0.01%	145
2019 Q2	$5K	Hold	10,000	–	–	﹤0.01%	494
2019 Q1	$6K	Hold	10,000	–	–	﹤0.01%	564
2018 Q4	$5K	Hold	10,000	–	–	0.01%	586
2018 Q3	$8K	Sell	10,000 -10,000	-50%	-$8.37K	0.01%	570
2018 Q2	$23K	Hold	20,000	–	–	0.02%	409
2018 Q1	$23K	Hold	20,000	–	–	0.02%	125
2017 Q4	$47K	Buy	+20,000	New	+$43.3K	0.05%	123

Other funds holding TGB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Clarus Wealth Advisors's TGB Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of Trekor Metals (TGB) in Q1 2020, closing a stake of 10,000 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in TGB in Q4 2017 and held it in 9 quarters. The position peaked at $47K in Q4 2017. 52 funds tracked by Wall St. Rank hold TGB as of Q1 2020.

Clarus Wealth Advisors reported no remaining Trekor Metals position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 10,000 Trekor Metals shares in Q1 2020, an estimated $5K.
Clarus Wealth Advisors first reported a position in Trekor Metals in Q4 2017 and held it in 9 quarters.
Clarus Wealth Advisors's Trekor Metals position peaked at $47K in Q4 2017.
52 funds tracked by Wall St. Rank held Trekor Metals as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.