TCWM
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Total Clarity Wealth Management’s Champions Oncology CSBR Stock Holding History

Total Clarity Wealth Management’s Portfolio CSBR Stock Details CSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-937
Closed -$7K – 364
2022
Q2 		$7K Buy
+937
New +$7.17K ﹤0.01% 742
2021
Q4 		– Sell
-713
Closed -$7K – 996
2021
Q3 		$7K Buy
+713
New +$7.25K ﹤0.01% 750
2021
Q2 		– Sell
-713
Closed -$8K – 299
2021
Q1 		$8K Buy
+713
New +$8.28K ﹤0.01% 595

Other funds holding CSBR

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
MAG
Millrace Asset Group Berwyn, Pennsylvania $98.4M AUM 63.71% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Champions Oncology (CSBR) in Q3 2022, closing a stake of 937 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in CSBR in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 32 funds tracked by Wall St. Rank hold CSBR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Champions Oncology position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 937 Champions Oncology shares in Q3 2022, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in Champions Oncology in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Champions Oncology position peaked at $8K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Champions Oncology as of Q3 2022.

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