TCWM
GCMG icon

Total Clarity Wealth Management’s GCM Grosvenor GCMG Stock Holding History

Total Clarity Wealth Management’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33,515
Closed -$324K – 265
2024
Q1 		$324K Sell
33,515
-1,583
-5% -$13.8K 0.11% 194
2023
Q4 		$314K Sell
35,098
-3,712
-10% -$30.9K 0.13% 168
2023
Q3 		$301K Buy
38,810
+21,263
+121% +$165K 0.15% 157
2023
Q2 		$132K Buy
+17,547
New +$131K 0.07% 210

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Clarity Wealth Management's GCMG Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of GCM Grosvenor (GCMG) in Q2 2024, closing a stake of 33,515 shares — an estimated $324K sold.

Total Clarity Wealth Management first reported a position in GCMG in Q2 2023 and held it in 4 quarters. The position peaked at $324K in Q1 2024. 88 funds tracked by Wall St. Rank hold GCMG as of Q2 2024.

  • Total Clarity Wealth Management reported no remaining GCM Grosvenor position as of Q2 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 33,515 GCM Grosvenor shares in Q2 2024, an estimated $324K.
  • Total Clarity Wealth Management first reported a position in GCM Grosvenor in Q2 2023 and held it in 4 quarters.
  • Total Clarity Wealth Management's GCM Grosvenor position peaked at $324K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.