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Total Clarity Wealth Management’s BioLife Solutions BLFS Stock Holding History

Total Clarity Wealth Management’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-235
Closed -$3K – 302
2022
Q2 		$3K Buy
+235
New +$3.45K ﹤0.01% 872
2022
Q1 		– Sell
-204
Closed -$8K – 287
2021
Q4 		$8K Buy
204
+19
+10% +$815 ﹤0.01% 729
2021
Q3 		$8K Buy
+185
New +$8.91K ﹤0.01% 724
2021
Q2 		– Sell
-185
Closed -$7K – 248
2021
Q1 		$7K Buy
+185
New +$7.32K ﹤0.01% 612

Other funds holding BLFS

CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of BioLife Solutions (BLFS) in Q3 2022, closing a stake of 235 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in BLFS in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 174 funds tracked by Wall St. Rank hold BLFS as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining BioLife Solutions position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 235 BioLife Solutions shares in Q3 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in BioLife Solutions in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's BioLife Solutions position peaked at $8K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held BioLife Solutions as of Q3 2022.

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