TCWM
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Total Clarity Wealth Management’s Dole DOLE Stock Holding History

Total Clarity Wealth Management’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34,510
Closed -$422K – 263
2024
Q2 		$422K Sell
34,510
-2,978
-8% -$36.2K 0.15% 153
2024
Q1 		$447K Buy
37,488
+1,065
+3% +$12.3K 0.16% 158
2023
Q4 		$448K Buy
36,423
+2,326
+7% +$26.9K 0.18% 139
2023
Q3 		$395K Buy
+34,097
New +$426K 0.19% 133

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Total Clarity Wealth Management's DOLE Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of Dole (DOLE) in Q3 2024, closing a stake of 34,510 shares — an estimated $422K sold.

Total Clarity Wealth Management first reported a position in DOLE in Q3 2023 and held it in 4 quarters. The position peaked at $448K in Q4 2023. 182 funds tracked by Wall St. Rank hold DOLE as of Q3 2024.

  • Total Clarity Wealth Management reported no remaining Dole position as of Q3 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 34,510 Dole shares in Q3 2024, an estimated $422K.
  • Total Clarity Wealth Management first reported a position in Dole in Q3 2023 and held it in 4 quarters.
  • Total Clarity Wealth Management's Dole position peaked at $448K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Dole as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.