CM Wealth Advisors’s Clarus CLAR Stock Holding History

CM Wealth Advisors’s Portfolio CLAR Stock Details CLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,743	Closed	-$203K	–	216
2023 Q1	$203K	Buy	+21,743	New	+$204K	0.04%	367

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

CM Wealth Advisors's CLAR Position: Q2 2023 in Review

CM Wealth Advisors sold out of Clarus (CLAR) in Q2 2023, closing a stake of 21,743 shares — an estimated $203K sold.

CM Wealth Advisors first reported a position in CLAR in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 107 funds tracked by Wall St. Rank hold CLAR as of Q2 2023.

CM Wealth Advisors reported no remaining Clarus position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 21,743 Clarus shares in Q2 2023, an estimated $203K.
CM Wealth Advisors first reported a position in Clarus in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Clarus position peaked at $203K in Q1 2023.
107 funds tracked by Wall St. Rank held Clarus as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.