CWA
DHC

Clarus Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Clarus Wealth Advisors’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,539
Closed -$21K – 232
2019
Q2 		$21K Buy
2,539
+26
+1% +$217 0.02% 357
2019
Q1 		$30K Sell
2,513
-162
-6% -$2.08K 0.02% 358
2018
Q4 		$31K Buy
2,675
+37
+1% +$549 0.05% 327
2018
Q3 		$46K Sell
2,638
-127
-5% -$2.33K 0.03% 309
2018
Q2 		$43K Buy
+2,765
New +$45.7K 0.03% 307

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarus Wealth Advisors's DHC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2019, closing a stake of 2,539 shares — an estimated $21K sold.

Clarus Wealth Advisors first reported a position in DHC in Q2 2018 and held it in 5 quarters. The position peaked at $46K in Q3 2018. 276 funds tracked by Wall St. Rank hold DHC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,539 Diversified Healthcare Trust shares in Q3 2019, an estimated $21K.
  • Clarus Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Diversified Healthcare Trust position peaked at $46K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.