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Total Clarity Wealth Management’s InfuSystem Holdings INFU Stock Holding History

Total Clarity Wealth Management’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-984
Closed -$9K – 583
2022
Q2 		$9K Buy
+984
New +$8.62K ﹤0.01% 690
2022
Q1 		– Sell
-892
Closed -$15K – 542
2021
Q4 		$15K Buy
892
+76
+9% +$1.21K 0.01% 613
2021
Q3 		$11K Buy
+816
New +$13.3K 0.01% 654

Other funds holding INFU

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
IP
Invenire Partners Ridgefield, Connecticut $65.4M AUM 18.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of InfuSystem Holdings (INFU) in Q3 2022, closing a stake of 984 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in INFU in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 62 funds tracked by Wall St. Rank hold INFU as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining InfuSystem Holdings position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 984 InfuSystem Holdings shares in Q3 2022, an estimated $9K.
  • Total Clarity Wealth Management first reported a position in InfuSystem Holdings in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's InfuSystem Holdings position peaked at $15K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2022.

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