Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $196 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EME
Emcor Group, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
302
$80.65 - $89.2 $24.4K - $26.9K
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
250
$27.28 - $30.61 $6.82K - $7.65K
FDS
Factset Research Systems Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
272
$242.12 - $296.52 $65.9K - $80.7K
CVI
Cvr Energy Inc

Energy
Q3 2019 Filed on Oct 11, 2019
4,879
$38.59 - $55.17 $188K - $269K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
2,986
$5.01 - $6.12 $15K - $18.3K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2019 Filed on Oct 11, 2019
250
$39.0 - $43.14 $9.75K - $10.8K
Anworth Mortgage Asset Cp
Q3 2019 Filed on Oct 11, 2019
2,750
N/A
KALU
Kaiser Aluminum Corp

Basic Materials
Q3 2019 Filed on Oct 11, 2019
107
$85.88 - $99.99 $9.19K - $10.7K
FE
Firstenergy Corp

Utilities
Q3 2019 Filed on Oct 11, 2019
264
$42.74 - $48.83 $11.3K - $12.9K
DS
Drive Shack Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
160
$3.9 - $5.22 $624 - $835
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
250
$8.54 - $11.89 $2.14K - $2.97K
SU
Suncor Energy Inc

Energy
Q3 2019 Filed on Oct 11, 2019
1,500
$27.61 - $32.46 $41.4K - $48.7K
MET
Metlife Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
508
$43.71 - $50.92 $22.2K - $25.9K
MAIN
Main Street Capital Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,403
$40.9 - $44.34 $57.4K - $62.2K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Oct 11, 2019
2,145
$55.22 - $59.35 $118K - $127K
DIV
Global X Superdividend Us ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
700
$21.98 - $23.69 $15.4K - $16.6K
KO
Coca Cola CO

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,641
$51.22 - $55.77 $84.1K - $91.5K
WFC
Wells Fargo & Company

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,565
$43.38 - $50.71 $67.9K - $79.4K
SO
Southern CO

Utilities
Q3 2019 Filed on Oct 11, 2019
73
$54.84 - $61.98 $4K - $4.52K
SMSI
Smith Micro Software, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
2,675
$2.99 - $6.62 $8K - $17.7K
Senior Hsg Pptys Tr
Q3 2019 Filed on Oct 11, 2019
2,539
N/A
KSS
Kohls Corp

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
107
$44.27 - $53.86 $4.74K - $5.76K
EXC
Exelon Corp

Utilities
Q3 2019 Filed on Oct 11, 2019
886
$31.67 - $35.34 $28.1K - $31.3K
LTC
Ltc Properties Inc

Real Estate
Q3 2019 Filed on Oct 11, 2019
552
$45.24 - $51.58 $25K - $28.5K
VHT
Vanguard Health Care ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
310
$166.25 - $172.8 $51.5K - $53.6K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
15
$304.55 - $345.24 $4.57K - $5.18K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
264
$49.29 - $58.06 $13K - $15.3K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Oct 11, 2019
366
$133.8 - $148.51 $49K - $54.4K
Viacom Inc New
Q3 2019 Filed on Oct 11, 2019
44
N/A
GSK
Gsk PLC

Healthcare
Q3 2019 Filed on Oct 11, 2019
633
$40.46 - $43.52 $25.6K - $27.5K
ITA
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
871
$103.28 - $115.56 $90K - $101K
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
311
$44.59 - $54.89 $13.9K - $17.1K
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
500
$72.87 - $87.75 $36.4K - $43.9K
FEMS
First Trust Emerging Markets S

ETFs
Q3 2019 Filed on Oct 11, 2019
4,219
$33.4 - $36.61 $141K - $154K
HUM
Humana Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
50
$255.67 - $304.87 $12.8K - $15.2K
MGI
Moneygram International Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
113
$2.0 - $6.11 $226 - $690
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
91
$109.49 - $119.21 $9.96K - $10.8K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
3,158
$10.23 - $10.83 $32.3K - $34.2K
RIO
Rio Tinto PLC

Basic Materials
Q3 2019 Filed on Oct 11, 2019
137
$47.98 - $63.73 $6.57K - $8.73K
CDK
Cdk Global, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
742
$42.31 - $53.72 $31.4K - $39.9K
WDC
Western Digital Corp

Technology
Q3 2019 Filed on Oct 11, 2019
221
$47.94 - $64.7 $10.6K - $14.3K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2019 Filed on Oct 11, 2019
1,100
$70.31 - $73.75 $77.3K - $81.1K
ABC
Amerisourcebergen Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,182
$80.94 - $91.7 $95.7K - $108K
REET
Ishares Global Reit ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
668
$26.42 - $28.09 $17.6K - $18.8K
PDI
Pimco Dynamic Income Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
400
$30.72 - $32.54 $12.3K - $13K
J
Jacobs Engineering Group Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
1,107
$79.67 - $93.55 $88.2K - $104K
ENB
Enbridge Inc

Energy
Q3 2019 Filed on Oct 11, 2019
1,193
$32.61 - $36.89 $38.9K - $44K
Eaton Vance Corp
Q3 2019 Filed on Oct 11, 2019
2,612
N/A
UIS
Unisys Corp

Technology
Q3 2019 Filed on Oct 11, 2019
16
$6.45 - $12.5 $103 - $200
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