TCWM
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Total Clarity Wealth Management’s Epsilon Energy EPSN Stock Holding History

Total Clarity Wealth Management’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-896
Closed -$5K – 433
2022
Q2 		$5K Buy
+896
New +$6.09K ﹤0.01% 802

Other funds holding EPSN

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AR
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PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Epsilon Energy (EPSN) in Q3 2022, closing a stake of 896 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in EPSN in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 48 funds tracked by Wall St. Rank hold EPSN as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Epsilon Energy position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 896 Epsilon Energy shares in Q3 2022, an estimated $5K.
  • Total Clarity Wealth Management first reported a position in Epsilon Energy in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Epsilon Energy position peaked at $5K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Epsilon Energy as of Q3 2022.

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