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Next Financial Group’s Clarus CLAR Stock Holding History

Next Financial Group’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
2021
Q4 		$13K Buy
476
+391
+460% +$10.8K ﹤0.01% 2065
2021
Q3 		$2K Buy
+85
New +$2.35K ﹤0.01% 2453

Other funds holding CLAR

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Next Financial Group's CLAR Position: Q4 2021 in Review

Next Financial Group increased its Clarus (CLAR) stake by 460% in Q4 2021, buying an estimated $10.8K and bringing the position to 476 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Next Financial Group first reported a position in CLAR in Q3 2021 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold CLAR as of Q4 2021.

  • Next Financial Group held 476 shares of Clarus worth $13K as of Q4 2021.
  • Next Financial Group bought 391 Clarus shares in Q4 2021, an estimated $10.8K.
  • Clarus made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2065 holding.
  • Next Financial Group first reported a position in Clarus in Q3 2021 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Clarus as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.