Total Clarity Wealth Management’s Celsius Holdings CELH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,759	Closed	-$312K	–	260
2024 Q1	$312K	Sell	3,759 -4,090	-52%	-$280K	0.11%	199
2023 Q4	$428K	Buy	7,849 +3,865	+97%	+$206K	0.18%	142
2023 Q3	$228K	Sell	3,984 -2,655	-40%	-$149K	0.11%	194
2023 Q2	$330K	Buy	+6,639	New	+$264K	0.16%	142
2022 Q3	–	Sell	-270	Closed	-$6K	–	327
2022 Q2	$6K	Buy	+270	New	+$5.21K	﹤0.01%	769
2022 Q1	–	Sell	-246	Closed	-$6K	–	315
2021 Q4	$6K	Sell	246 -1,770	-88%	-$49K	﹤0.01%	775
2021 Q3	$61K	Buy	+2,016	New	+$51.8K	0.03%	374
2021 Q2	–	Sell	-225	Closed	-$4K	–	273
2021 Q1	$4K	Buy	+225	New	+$4.22K	﹤0.01%	713

Other funds holding CELH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Total Clarity Wealth Management's CELH Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of Celsius Holdings (CELH) in Q2 2024, closing a stake of 3,759 shares — an estimated $312K sold.

Total Clarity Wealth Management first reported a position in CELH in Q1 2021 and held it in 8 quarters. The position peaked at $428K in Q4 2023. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

Total Clarity Wealth Management reported no remaining Celsius Holdings position as of Q2 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 3,759 Celsius Holdings shares in Q2 2024, an estimated $312K.
Total Clarity Wealth Management first reported a position in Celsius Holdings in Q1 2021 and held it in 8 quarters.
Total Clarity Wealth Management's Celsius Holdings position peaked at $428K in Q4 2023.
567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.