TCWM
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Total Clarity Wealth Management’s Flex FLEX Stock Holding History

Total Clarity Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-265
Closed -$3K – 472
2022
Q2 		$3K Buy
+265
New +$3.28K ﹤0.01% 880
2021
Q2 		– Sell
-1,659
Closed -$23K – 366
2021
Q1 		$23K Buy
+1,659
New +$22.9K 0.01% 446
2020
Q1 		– Sell
-5,607
Closed -$53K – 253
2019
Q4 		$53K Buy
+5,607
New +$48.4K 0.04% 255

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Flex (FLEX) in Q3 2022, closing a stake of 265 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in FLEX in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 375 funds tracked by Wall St. Rank hold FLEX as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Flex position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 265 Flex shares in Q3 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in Flex in Q4 2019 and held it in 3 quarters.
  • Total Clarity Wealth Management's Flex position peaked at $53K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Flex as of Q3 2022.

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