TCI Wealth Advisors’s Clarus CLAR Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-93	Closed	-$1K	–	2518
2022 Q3	$1K	Hold	93	–	–	﹤0.01%	2058
2022 Q2	$2K	Hold	93	–	–	﹤0.01%	1973
2022 Q1	$2K	Hold	93	–	–	﹤0.01%	1961
2021 Q4	$3K	Hold	93	–	–	﹤0.01%	1987
2021 Q3	$2K	Hold	93	–	–	﹤0.01%	2100
2021 Q2	$2K	Hold	93	–	–	﹤0.01%	1969
2021 Q1	$2K	Hold	93	–	–	﹤0.01%	1697
2020 Q4	$1K	Hold	93	–	–	﹤0.01%	1352
2020 Q3	$1K	Hold	93	–	–	﹤0.01%	1292
2020 Q2	$1K	Hold	93	–	–	﹤0.01%	1224
2020 Q1	$1K	Hold	93	–	–	﹤0.01%	1206
2019 Q4	$1K	Hold	93	–	–	﹤0.01%	1304
2019 Q3	$1K	Hold	93	–	–	﹤0.01%	1249
2019 Q2	$1K	Hold	93	–	–	﹤0.01%	1164
2019 Q1	$1K	Hold	93	–	–	﹤0.01%	1174
2018 Q4	$1K	Hold	93	–	–	﹤0.01%	1173
2018 Q3	$1K	Hold	93	–	–	﹤0.01%	1181
2018 Q2	$1K	Buy	+93	New	+$670	﹤0.01%	1263
2018 Q1	–	Sell	-98	Closed	-$1K	–	1359
2017 Q4	$1K	Buy	+98	New	+$736	﹤0.01%	1155

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Banco BTG Pactual Rio De Janeiro, Brazil $513M AUM 41.39% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return