Clarus Wealth Advisors’s Realty Income O Stock Holding History

Clarus Wealth Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,805	Closed	-$121K	–	425
2019 Q2	$121K	Buy	1,805 +12	+0.7%	+$820	0.09%	169
2019 Q1	$128K	Sell	1,793 -259	-13%	-$17.2K	0.1%	159
2018 Q4	$125K	Buy	2,052 +17	+0.8%	+$1.01K	0.2%	136
2018 Q3	$112K	Sell	2,035 -242	-11%	-$13.3K	0.07%	195
2018 Q2	$114K	Buy	+2,277	New	+$115K	0.09%	180

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of Realty Income (O) in Q3 2019, closing a stake of 1,805 shares — an estimated $121K sold.

Clarus Wealth Advisors first reported a position in O in Q2 2018 and held it in 5 quarters. The position peaked at $128K in Q1 2019. 773 funds tracked by Wall St. Rank hold O as of Q3 2019.

Clarus Wealth Advisors reported no remaining Realty Income position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,805 Realty Income shares in Q3 2019, an estimated $121K.
Clarus Wealth Advisors first reported a position in Realty Income in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Realty Income position peaked at $128K in Q1 2019.
773 funds tracked by Wall St. Rank held Realty Income as of Q3 2019.

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