Total Clarity Wealth Management’s LTC Properties LTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-520	Closed	-$20K	–	652
2022 Q2	$20K	Buy	+520	New	+$19.2K	0.01%	552
2022 Q1	–	Sell	-520	Closed	-$18K	–	610
2021 Q4	$18K	Hold	520	–	–	0.01%	582
2021 Q3	$16K	Buy	+520	New	+$18.6K	0.01%	588
2021 Q2	–	Sell	-520	Closed	-$22K	–	499
2021 Q1	$22K	Buy	+520	New	+$21.4K	0.01%	451
2020 Q1	–	Sell	-520	Closed	-$23K	–	388
2019 Q4	$23K	Buy	+520	New	+$25K	0.02%	379

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of LTC Properties (LTC) in Q3 2022, closing a stake of 520 shares — an estimated $20K sold.

Total Clarity Wealth Management first reported a position in LTC in Q4 2019 and held it in 5 quarters. The position peaked at $23K in Q4 2019. 223 funds tracked by Wall St. Rank hold LTC as of Q3 2022.

Total Clarity Wealth Management reported no remaining LTC Properties position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 520 LTC Properties shares in Q3 2022, an estimated $20K.
Total Clarity Wealth Management first reported a position in LTC Properties in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's LTC Properties position peaked at $23K in Q4 2019.
223 funds tracked by Wall St. Rank held LTC Properties as of Q3 2022.

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