Total Clarity Wealth Management’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

Total Clarity Wealth Management’s Portfolio FRA Stock Details FRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,568	Closed	-$21K	–	453
2021 Q4	$21K	Buy	1,568 +30	+2%	+$405	0.01%	557
2021 Q3	$21K	Buy	+1,538	New	+$20.5K	0.01%	547

Other funds holding FRA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's FRA Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of BlackRock Floating Rate Income Strategies Fund (FRA) in Q1 2022, closing a stake of 1,568 shares — an estimated $21K sold.

Total Clarity Wealth Management first reported a position in FRA in Q3 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 89 funds tracked by Wall St. Rank hold FRA as of Q1 2022.

Total Clarity Wealth Management reported no remaining BlackRock Floating Rate Income Strategies Fund position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,568 BlackRock Floating Rate Income Strategies Fund shares in Q1 2022, an estimated $21K.
Total Clarity Wealth Management first reported a position in BlackRock Floating Rate Income Strategies Fund in Q3 2021 and held it in 2 quarters.
Total Clarity Wealth Management's BlackRock Floating Rate Income Strategies Fund position peaked at $21K in Q4 2021.
89 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Strategies Fund as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.