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

Janus Henderson Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return