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Clarus Wealth Advisors’s Union Pacific UNP Stock Holding History

Clarus Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,678
Closed -$375K – 134
2021
Q1 		$375K Sell
1,678
-1
-0.1% -$210 0.23% 83
2020
Q4 		$365K Hold
1,679
– – 0.24% 83
2020
Q3 		$335K Buy
1,679
+315
+23% +$58.5K 0.26% 85
2020
Q2 		$232K Buy
+1,364
New +$219K 0.2% 106

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 1,678 shares — an estimated $375K sold.

Clarus Wealth Advisors first reported a position in UNP in Q2 2020 and held it in 4 quarters. The position peaked at $375K in Q1 2021. 2,193 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

  • Clarus Wealth Advisors reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,678 Union Pacific shares in Q2 2021, an estimated $375K.
  • Clarus Wealth Advisors first reported a position in Union Pacific in Q2 2020 and held it in 4 quarters.
  • Clarus Wealth Advisors's Union Pacific position peaked at $375K in Q1 2021.
  • 2,193 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

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