Total Clarity Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-156	Closed	-$1K	–	257
2022 Q2	$1K	Buy	+156	New	+$1.36K	﹤0.01%	954
2022 Q1	–	Sell	-1,039	Closed	-$11K	–	248
2021 Q4	$11K	Buy	1,039 +17	+2%	+$170	0.01%	663
2021 Q3	$10K	Buy	+1,022	New	+$10.5K	﹤0.01%	668

Other funds holding AOD

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

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

AAM

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Total Clarity Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2022, closing a stake of 156 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in AOD in Q3 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 114 funds tracked by Wall St. Rank hold AOD as of Q3 2022.

Total Clarity Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 156 abrdn Total Dynamic Dividend Fund shares in Q3 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $11K in Q4 2021.
114 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2022.

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