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Kingsview Wealth Management’s Clarus CLAR Stock Holding History

Kingsview Wealth Management’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
-225,894
Closed -$1.71M – 957
2023
Q3 		$1.71M Buy
+225,894
New +$1.81M 0.06% 314

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $2.23B 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 $5.72T 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

Kingsview Wealth Management's CLAR Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Clarus (CLAR) in Q4 2023, closing a stake of 225,894 shares — an estimated $1.71M sold.

Kingsview Wealth Management first reported a position in CLAR in Q3 2023 and held it in 1 quarter. The position peaked at $1.71M in Q3 2023. 102 funds tracked by Wall St. Rank hold CLAR as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Clarus position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 225,894 Clarus shares in Q4 2023, an estimated $1.71M.
  • Kingsview Wealth Management first reported a position in Clarus in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Clarus position peaked at $1.71M in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Clarus as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.