Total Clarity Wealth Management’s Carlyle Credit Income Fund CCIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,000	Closed	-$65K	–	323
2022 Q2	$65K	Buy	+7,000	New	+$66.4K	0.03%	375
2022 Q1	–	Sell	-6,000	Closed	-$61K	–	308
2021 Q4	$61K	Hold	6,000	–	–	0.03%	370
2021 Q3	$63K	Buy	+6,000	New	+$63.9K	0.03%	370
2021 Q2	–	Sell	-6,000	Closed	-$62K	–	266
2021 Q1	$62K	Buy	+6,000	New	+$61.2K	0.04%	305
2020 Q1	–	Sell	-5,000	Closed	-$52K	–	161
2019 Q4	$52K	Buy	+5,000	New	+$50.8K	0.04%	258

Other funds holding CCIF

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Carlyle Credit Income Fund (CCIF) in Q3 2022, closing a stake of 7,000 shares — an estimated $65K sold.

Total Clarity Wealth Management first reported a position in CCIF in Q4 2019 and held it in 5 quarters. The position peaked at $65K in Q2 2022. 43 funds tracked by Wall St. Rank hold CCIF as of Q3 2022.

Total Clarity Wealth Management reported no remaining Carlyle Credit Income Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 7,000 Carlyle Credit Income Fund shares in Q3 2022, an estimated $65K.
Total Clarity Wealth Management first reported a position in Carlyle Credit Income Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Carlyle Credit Income Fund position peaked at $65K in Q2 2022.
43 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q3 2022.

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