OFA
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Oak Family Advisors’s Clarus CLAR Stock Holding History

Oak Family 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
Q2 		– Sell
-14,481
Closed -$137K – 116
2023
Q1 		$137K Sell
14,481
-1,200
-8% -$11.3K 0.07% 107
2022
Q4 		$123K Buy
+15,681
New +$153K 0.07% 109
2022
Q1 		– Sell
-8,275
Closed -$229K – 141
2021
Q4 		$229K Buy
8,275
+469
+6% +$12.9K 0.09% 143
2021
Q3 		$200K Buy
+7,806
New +$215K 0.07% 141

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Oak Family Advisors's CLAR Position: Q2 2023 in Review

Oak Family Advisors sold out of Clarus (CLAR) in Q2 2023, closing a stake of 14,481 shares — an estimated $137K sold.

Oak Family Advisors first reported a position in CLAR in Q3 2021 and held it in 4 quarters. The position peaked at $229K in Q4 2021. 107 funds tracked by Wall St. Rank hold CLAR as of Q2 2023.

  • Oak Family Advisors reported no remaining Clarus position as of Q2 2023 after selling out during the quarter.
  • Oak Family Advisors sold 14,481 Clarus shares in Q2 2023, an estimated $137K.
  • Oak Family Advisors first reported a position in Clarus in Q3 2021 and held it in 4 quarters.
  • Oak Family Advisors's Clarus position peaked at $229K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Clarus as of Q2 2023.

Based on Oak Family Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.