Cornerstone Advisory’s Clarus CLAR Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-755	Closed	-$21K	–	307
2021 Q4	$21K	Buy	+755	New	+$20.8K	﹤0.01%	523

Other funds holding CLAR

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

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

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

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

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

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

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

NIP

Nicholas Investment Partners Rancho Santa Fe, California $1.78B AUM 114.03% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ACH

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

Cornerstone Advisory's CLAR Position: Q1 2022 in Review

Cornerstone Advisory sold out of Clarus (CLAR) in Q1 2022, closing a stake of 755 shares — an estimated $21K sold.

Cornerstone Advisory first reported a position in CLAR in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 117 funds tracked by Wall St. Rank hold CLAR as of Q1 2022.

Cornerstone Advisory reported no remaining Clarus position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 755 Clarus shares in Q1 2022, an estimated $21K.
Cornerstone Advisory first reported a position in Clarus in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Clarus position peaked at $21K in Q4 2021.
117 funds tracked by Wall St. Rank held Clarus as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.