GIA
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GHP Investment Advisors’s Clarus CLAR Stock Holding History

GHP Investment 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
Q4 		– Sell
-270
Closed -$1.58K – 864
2023
Q3 		$1.58K Hold
270
– – ﹤0.01% 859
2023
Q2 		$2.46K Hold
270
– – ﹤0.01% 820
2023
Q1 		$2.55K Hold
270
– – ﹤0.01% 813
2022
Q4 		$2.12K Hold
270
– – ﹤0.01% 830
2022
Q3 		$4K Buy
+270
New +$5.26K ﹤0.01% 794
2022
Q2 		– Sell
-100
Closed -$2K – 941
2022
Q1 		$2K Buy
+100
New +$2.32K ﹤0.01% 880

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return