TCWM
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Total Clarity Wealth Management’s Donaldson DCI Stock Holding History

Total Clarity Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-66
Closed -$3K – 379
2022
Q2 		$3K Buy
+66
New +$3.32K ﹤0.01% 875

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Donaldson (DCI) in Q3 2022, closing a stake of 66 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in DCI in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 387 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Donaldson position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 66 Donaldson shares in Q3 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in Donaldson in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Donaldson position peaked at $3K in Q2 2022.
  • 387 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

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