TCWM
MNR

Total Clarity Wealth Management’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Total Clarity Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,218
Closed -$23K – 1091
2021
Q3 		$23K Buy
+1,218
New +$23.1K 0.01% 540
2021
Q2 		– Sell
-200
Closed -$4K – 836
2021
Q1 		$4K Buy
+200
New +$3.53K ﹤0.01% 745

Other funds holding MNR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Clarity Wealth Management's MNR Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2021, closing a stake of 1,218 shares — an estimated $23K sold.

Total Clarity Wealth Management first reported a position in MNR in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2021. 238 funds tracked by Wall St. Rank hold MNR as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,218 Monmouth Real Estate Investment Corp shares in Q4 2021, an estimated $23K.
  • Total Clarity Wealth Management first reported a position in Monmouth Real Estate Investment Corp in Q1 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Monmouth Real Estate Investment Corp position peaked at $23K in Q3 2021.
  • 238 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.