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Clarus Wealth Advisors’s NNN REIT NNN Stock Holding History

Clarus Wealth Advisors’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-250
Closed -$14K – 670
2019
Q1 		$14K Hold
250
– – 0.01% 473
2018
Q4 		$12K Hold
250
– – 0.02% 481
2018
Q3 		$11K Hold
250
– – 0.01% 527
2018
Q2 		$10K Buy
+250
New +$10.1K 0.01% 527

Other funds holding NNN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clarus Wealth Advisors's NNN Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of NNN REIT (NNN) in Q2 2019, closing a stake of 250 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in NNN in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q1 2019. 381 funds tracked by Wall St. Rank hold NNN as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining NNN REIT position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 250 NNN REIT shares in Q2 2019, an estimated $14K.
  • Clarus Wealth Advisors first reported a position in NNN REIT in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's NNN REIT position peaked at $14K in Q1 2019.
  • 381 funds tracked by Wall St. Rank held NNN REIT as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.