SFS
CLAR icon

Sowell Financial Services’s Clarus CLAR Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-305
Closed -$4K – 2543
2020
Q2 		$4K Hold
305
– – ﹤0.01% 1945
2020
Q1 		$3K Hold
305
– – ﹤0.01% 1964
2019
Q4 		$4K Hold
305
– – ﹤0.01% 1950
2019
Q3 		$4K Buy
+305
New +$3.78K ﹤0.01% 1814

Other funds holding CLAR

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Sowell Financial Services's CLAR Position: Q3 2020 in Review

Sowell Financial Services sold out of Clarus (CLAR) in Q3 2020, closing a stake of 305 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in CLAR in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 94 funds tracked by Wall St. Rank hold CLAR as of Q3 2020.

  • Sowell Financial Services reported no remaining Clarus position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 305 Clarus shares in Q3 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Clarus in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Clarus position peaked at $4K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held Clarus as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.