KSWA
CLAR icon

Kathleen S. Wright Associates’s Clarus CLAR Stock Holding History

Kathleen S. Wright Associates’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
Q1 		– Sell
-1,600
Closed -$13K – 170
2022
Q4 		$13K Hold
1,600
– – 0.01% 145
2022
Q3 		$22K Hold
1,600
– – 0.02% 126
2022
Q2 		$30K Hold
1,600
– – 0.03% 114
2022
Q1 		$36K Hold
1,600
– – 0.03% 115
2021
Q4 		$44K Buy
+1,600
New +$44.2K 0.03% 105

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kathleen S. Wright Associates's CLAR Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Clarus (CLAR) in Q1 2023, closing a stake of 1,600 shares — an estimated $13K sold.

Kathleen S. Wright Associates first reported a position in CLAR in Q4 2021 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 109 funds tracked by Wall St. Rank hold CLAR as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Clarus position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 1,600 Clarus shares in Q1 2023, an estimated $13K.
  • Kathleen S. Wright Associates first reported a position in Clarus in Q4 2021 and held it in 5 quarters.
  • Kathleen S. Wright Associates's Clarus position peaked at $44K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Clarus as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.