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Total Clarity Wealth Management’s CTO Realty Growth CTO Stock Holding History

Total Clarity Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-324
Closed -$7K – 367
2022
Q2 		$7K Buy
+324
New +$6.81K ﹤0.01% 743
2022
Q1 		– Sell
-627
Closed -$13K – 354
2021
Q4 		$13K Buy
627
+18
+3% +$333 0.01% 635
2021
Q3 		$11K Buy
+609
New +$11.1K 0.01% 647

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Total Clarity Wealth Management's CTO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of CTO Realty Growth (CTO) in Q3 2022, closing a stake of 324 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in CTO in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 129 funds tracked by Wall St. Rank hold CTO as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining CTO Realty Growth position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 324 CTO Realty Growth shares in Q3 2022, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in CTO Realty Growth in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's CTO Realty Growth position peaked at $13K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.