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Total Clarity Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Total Clarity Wealth Management’s Portfolio LDP Stock Details LDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3
Closed – – 637
2022
Q2 		$0 Buy
+3
New +$63 ﹤0.01% 1032
2022
Q1 		– Sell
-3
Closed – – 597
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1027
2021
Q3 		$0 Buy
+3
New +$81 ﹤0.01% 977

Other funds holding LDP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q3 2022, closing a stake of 3 shares.

Total Clarity Wealth Management first reported a position in LDP in Q3 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 72 funds tracked by Wall St. Rank hold LDP as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2022.
  • Total Clarity Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $0 in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2022.

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