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Total Clarity Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Total Clarity Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-840
Closed -$15K – 532
2022
Q2 		$15K Buy
+840
New +$14.5K 0.01% 589
2022
Q1 		– Sell
-800
Closed -$14K – 496
2021
Q4 		$14K Hold
800
– – 0.01% 622
2021
Q3 		$20K Buy
+800
New +$21.6K 0.01% 560

Other funds holding HCSG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Healthcare Services Group (HCSG) in Q3 2022, closing a stake of 840 shares — an estimated $15K sold.

Total Clarity Wealth Management first reported a position in HCSG in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 212 funds tracked by Wall St. Rank hold HCSG as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Healthcare Services Group position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 840 Healthcare Services Group shares in Q3 2022, an estimated $15K.
  • Total Clarity Wealth Management first reported a position in Healthcare Services Group in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Healthcare Services Group position peaked at $20K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2022.

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