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	–	1358
2017 Q4	$1K	Buy	+98	New	+$736	﹤0.01%	1155

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TCI Wealth Advisors's CLAR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Clarus (CLAR) in Q4 2022, closing a stake of 93 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in CLAR in Q4 2017 and held it in 19 quarters. The position peaked at $3K in Q4 2021. 119 funds tracked by Wall St. Rank hold CLAR as of Q4 2022.

TCI Wealth Advisors reported no remaining Clarus position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 93 Clarus shares in Q4 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Clarus in Q4 2017 and held it in 19 quarters.
TCI Wealth Advisors's Clarus position peaked at $3K in Q4 2021.
119 funds tracked by Wall St. Rank held Clarus as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.