TCWM
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Total Clarity Wealth Management’s Healthcare Realty HR Stock Holding History

Total Clarity Wealth Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-202
Closed -$6K – 543
2022
Q2 		$6K Buy
+202
New +$6K ﹤0.01% 778
2022
Q1 		– Sell
-510
Closed -$17K – 505
2021
Q4 		$17K Buy
510
+5
+1% +$167 0.01% 596
2021
Q3 		$15K Buy
+505
New +$14.7K 0.01% 598

Other funds holding HR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Healthcare Realty (HR) in Q3 2022, closing a stake of 202 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in HR in Q3 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 393 funds tracked by Wall St. Rank hold HR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Healthcare Realty position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 202 Healthcare Realty shares in Q3 2022, an estimated $6K.
  • Total Clarity Wealth Management first reported a position in Healthcare Realty in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Healthcare Realty position peaked at $17K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2022.

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