Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $200 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Center Coast Brkfld Mlp Enrg
Q3 2019 Filed on Oct 11, 2019
1,000
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
90
$41.82 - $47.91 $3.76K - $4.31K
IDA
Idacorp Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
260
$100.93 - $113.17 $26.2K - $29.4K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2019 Filed on Oct 11, 2019
500
$17.86 - $18.99 $8.93K - $9.5K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
574
$155.08 - $157.18 $89K - $90.2K
IMGN
Immuno Gen, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,000
$2.22 - $3.39 $2.22K - $3.39K
AVAV
Aero Vironment Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
300
$49.54 - $63.59 $14.9K - $19.1K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,651
$112.74 - $115.35 $186K - $190K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,000
$26.64 - $29.49 $26.6K - $29.5K
ADI
Analog Devices Inc

Technology
Q3 2019 Filed on Oct 11, 2019
1,603
$104.17 - $124.64 $167K - $200K
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
5
$150.35 - $169.12 $752 - $846
Unilever N V
Q3 2019 Filed on Oct 11, 2019
701
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
358
$76.07 - $91.15 $27.2K - $32.6K
MDU
Mdu Resources Group Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
3,854
$25.59 - $28.65 $98.6K - $110K
RMR
Rmr Group Inc.

Real Estate
Q3 2019 Filed on Oct 11, 2019
12
$43.34 - $50.19 $520 - $602
FTHI
First Trust Exchange Traded Fd

ETFs
Q3 2019 Filed on Oct 11, 2019
1,000
$21.71 - $22.75 $21.7K - $22.8K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
764
$105.36 - $120.09 $80.5K - $91.7K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
9,029
$62.53 - $74.14 $565K - $669K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
311
$61.97 - $70.26 $19.3K - $21.9K
IFV
First Trust Dorsey Wright Inte

ETFs
Q3 2019 Filed on Oct 11, 2019
2,050
$18.24 - $20.13 $37.4K - $41.3K
Aac Hldgs Inc
Q3 2019 Filed on Oct 11, 2019
500
N/A
IEFA
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
72
$57.44 - $62.42 $4.14K - $4.49K
O
Realty Income Corp

Real Estate
Q3 2019 Filed on Oct 11, 2019
1,749
$65.92 - $74.88 $115K - $131K
DTE
Dte Energy CO

Utilities
Q3 2019 Filed on Oct 11, 2019
131
$107.37 - $113.87 $14.1K - $14.9K
HI
Hillenbrand, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
217
$26.16 - $39.98 $5.68K - $8.68K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q3 2019 Filed on Oct 11, 2019
1,301
$98.92 - $103.09 $129K - $134K
RY
Royal Bank Of Canada

Financial Services
Q3 2019 Filed on Oct 11, 2019
105
$73.46 - $81.31 $7.71K - $8.54K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2019 Filed on Oct 11, 2019
920
$34.78 - $36.12 $32K - $33.2K
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
1,642
$14.02 - $17.89 $23K - $29.4K
FIX
Comfort Systems Usa Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
303
$36.57 - $53.15 $11.1K - $16.1K
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Oct 11, 2019
856
$230.58 - $256.08 $197K - $219K
RBLD
First Tr Exchange Traded Fd Ii
Q3 2019 Filed on Oct 11, 2019
600
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Oct 11, 2019
751
N/A
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
25
$160.78 - $175.98 $4.02K - $4.4K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
74
$30.56 - $39.91 $2.26K - $2.95K
GTE
Gran Tierra Energy Inc.

Energy
Q3 2019 Filed on Oct 11, 2019
1,313
$1.21 - $1.65 $1.59K - $2.17K
ING
Ing Groep Nv

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,000
$9.24 - $11.78 $9.24K - $11.8K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
33
$87.73 - $106.15 $2.9K - $3.5K
BFB
Brown Forman Corp Cl B
Q3 2019 Filed on Oct 11, 2019
1,109
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Oct 11, 2019
67
$35.53 - $42.1 $2.38K - $2.82K
BRO
Brown & Brown, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,672
$34.02 - $36.89 $56.9K - $61.7K
Harris Corp Del
Q3 2019 Filed on Oct 11, 2019
606
N/A
PEP
Pepsico Inc

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,502
$124.4 - $139.15 $187K - $209K
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
2,366
$54.09 - $64.3 $128K - $152K
Federal Realty Invt Tr
Q3 2019 Filed on Oct 11, 2019
661
N/A
CSV
Carriage Services Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
309
$18.09 - $22.69 $5.59K - $7.01K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2019 Filed on Oct 11, 2019
163
$74.24 - $77.45 $12.1K - $12.6K
ROK
Rockwell Automation, Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
16
$144.55 - $168.88 $2.31K - $2.7K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
200
$4.12 - $4.27 $824 - $854
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