Total Clarity Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-715	Closed	-$11K	–	239
2022 Q2	$11K	Buy	+715	New	+$11.9K	0.01%	635
2022 Q1	–	Sell	-1,429	Closed	-$28K	–	229
2021 Q4	$28K	Hold	1,429	–	–	0.01%	496
2021 Q3	$28K	Buy	+1,429	New	+$29K	0.01%	490
2021 Q2	–	Sell	-1,429	Closed	-$26K	–	208
2021 Q1	$26K	Buy	+1,429	New	+$25.4K	0.01%	425
2020 Q1	–	Sell	-2,143	Closed	-$34K	–	105
2019 Q4	$34K	Buy	+2,143	New	+$34.1K	0.03%	321

Other funds holding ADX

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Adams Diversified Equity Fund (ADX) in Q3 2022, closing a stake of 715 shares — an estimated $11K sold.

Total Clarity Wealth Management first reported a position in ADX in Q4 2019 and held it in 5 quarters. The position peaked at $34K in Q4 2019. 149 funds tracked by Wall St. Rank hold ADX as of Q3 2022.

Total Clarity Wealth Management reported no remaining Adams Diversified Equity Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 715 Adams Diversified Equity Fund shares in Q3 2022, an estimated $11K.
Total Clarity Wealth Management first reported a position in Adams Diversified Equity Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Adams Diversified Equity Fund position peaked at $34K in Q4 2019.
149 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2022.

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