TCWM
CHEF icon

Total Clarity Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Total Clarity Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-227
Closed -$8K – 320
2021
Q4 		$8K Buy
227
+19
+9% +$626 ﹤0.01% 730
2021
Q3 		$7K Buy
+208
New +$6.1K ﹤0.01% 748
2021
Q2 		– Sell
-208
Closed -$6K – 279
2021
Q1 		$6K Buy
+208
New +$6.18K ﹤0.01% 648

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Total Clarity Wealth Management's CHEF Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Chefs' Warehouse (CHEF) in Q1 2022, closing a stake of 227 shares — an estimated $8K sold.

Total Clarity Wealth Management first reported a position in CHEF in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 170 funds tracked by Wall St. Rank hold CHEF as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Chefs' Warehouse position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 227 Chefs' Warehouse shares in Q1 2022, an estimated $8K.
  • Total Clarity Wealth Management first reported a position in Chefs' Warehouse in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Chefs' Warehouse position peaked at $8K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.