Total Clarity Wealth Management’s Civitas Resources CIVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,735	Closed	-$448K	–	189
2022 Q4	$448K	Sell	7,735 -400	-5%	-$25.8K	0.23%	112
2022 Q3	$467K	Buy	8,135 +50	+0.6%	+$2.94K	0.29%	93
2022 Q2	$423K	Buy	8,085 +300	+4%	+$19.6K	0.22%	111
2022 Q1	$465K	Buy	7,785 +1,350	+21%	+$73.4K	0.26%	105
2021 Q4	$315K	Buy	6,435 +1,550	+32%	+$82.4K	0.14%	154
2021 Q3	$234K	Buy	4,885 +600	+14%	+$24.6K	0.11%	196
2021 Q2	$202K	Buy	+4,285	New	+$174K	0.11%	199

Other funds holding CIVI

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Total Clarity Wealth Management's CIVI Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Civitas Resources (CIVI) in Q1 2023, closing a stake of 7,735 shares — an estimated $448K sold.

Total Clarity Wealth Management first reported a position in CIVI in Q2 2021 and held it in 7 quarters. The position peaked at $467K in Q3 2022. 301 funds tracked by Wall St. Rank hold CIVI as of Q1 2023.

Total Clarity Wealth Management reported no remaining Civitas Resources position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 7,735 Civitas Resources shares in Q1 2023, an estimated $448K.
Total Clarity Wealth Management first reported a position in Civitas Resources in Q2 2021 and held it in 7 quarters.
Total Clarity Wealth Management's Civitas Resources position peaked at $467K in Q3 2022.
301 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.