Total Clarity Wealth Management’s H&E Equipment Services HEES Stock Holding History

Total Clarity Wealth Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,200	Closed	-$35K	–	535
2022 Q2	$35K	Buy	+1,200	New	+$42.1K	0.02%	463
2022 Q1	–	Sell	-1,450	Closed	-$64K	–	499
2021 Q4	$64K	Hold	1,450	–	–	0.03%	362
2021 Q3	$50K	Buy	+1,450	New	+$48.1K	0.02%	403
2021 Q2	–	Sell	-1,050	Closed	-$40K	–	403
2021 Q1	$40K	Buy	+1,050	New	+$33.6K	0.02%	370

Other funds holding HEES

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of H&E Equipment Services (HEES) in Q3 2022, closing a stake of 1,200 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in HEES in Q1 2021 and held it in 4 quarters. The position peaked at $64K in Q4 2021. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2022.

Total Clarity Wealth Management reported no remaining H&E Equipment Services position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,200 H&E Equipment Services shares in Q3 2022, an estimated $35K.
Total Clarity Wealth Management first reported a position in H&E Equipment Services in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's H&E Equipment Services position peaked at $64K in Q4 2021.
161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2022.

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