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Total Clarity Wealth Management’s Financial Institutions FISI Stock Holding History

Total Clarity Wealth Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,400
Closed -$45K – 252
2019
Q4 		$45K Buy
+1,400
New +$44.1K 0.03% 279

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Total Clarity Wealth Management's FISI Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Financial Institutions (FISI) in Q1 2020, closing a stake of 1,400 shares — an estimated $45K sold.

Total Clarity Wealth Management first reported a position in FISI in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 121 funds tracked by Wall St. Rank hold FISI as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Financial Institutions position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,400 Financial Institutions shares in Q1 2020, an estimated $45K.
  • Total Clarity Wealth Management first reported a position in Financial Institutions in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Financial Institutions position peaked at $45K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.