Total Clarity Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-15,035	Closed	-$178K	–	1031
2022 Q1	$178K	Sell	15,035 -2,450	-14%	-$28.4K	0.1%	216
2021 Q4	$224K	Buy	+17,485	New	+$205K	0.1%	197

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Total Clarity Wealth Management's JRS Position: Q2 2022 in Review

Total Clarity Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2022, closing a stake of 15,035 shares — an estimated $178K sold.

Total Clarity Wealth Management first reported a position in JRS in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 64 funds tracked by Wall St. Rank hold JRS as of Q2 2022.

Total Clarity Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q2 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 15,035 Nuveen Real Estate Income Fund shares in Q2 2022, an estimated $178K.
Total Clarity Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and held it in 2 quarters.
Total Clarity Wealth Management's Nuveen Real Estate Income Fund position peaked at $224K in Q4 2021.
64 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2022.

Based on Total Clarity Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.