TCWM
BC icon

Total Clarity Wealth Management’s Brunswick BC Stock Holding History

Total Clarity Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-734
Closed -$48K – 286
2022
Q2 		$48K Buy
+734
New +$54K 0.02% 417
2022
Q1 		– Sell
-734
Closed -$74K – 274
2021
Q4 		$74K Hold
734
– – 0.03% 349
2021
Q3 		$70K Buy
+734
New +$73.1K 0.03% 356

Other funds holding BC

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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 BC Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Brunswick (BC) in Q3 2022, closing a stake of 734 shares — an estimated $48K sold.

Total Clarity Wealth Management first reported a position in BC in Q3 2021 and held it in 3 quarters. The position peaked at $74K in Q4 2021. 377 funds tracked by Wall St. Rank hold BC as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Brunswick position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 734 Brunswick shares in Q3 2022, an estimated $48K.
  • Total Clarity Wealth Management first reported a position in Brunswick in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Brunswick position peaked at $74K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Brunswick as of Q3 2022.

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