Total Clarity Wealth Management’s Nicolet Bankshares NIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,671	Closed	-$213K	–	222
2022 Q4	$213K	Buy	+2,671	New	+$208K	0.11%	210
2022 Q3	–	Sell	-2,451	Closed	-$177K	–	715
2022 Q2	$177K	Buy	+2,451	New	+$198K	0.09%	222
2022 Q1	–	Sell	-2,011	Closed	-$172K	–	660
2021 Q4	$172K	Sell	2,011 -530	-21%	-$40.4K	0.08%	233
2021 Q3	$188K	Buy	+2,541	New	+$186K	0.09%	221

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Total Clarity Wealth Management's NIC Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Nicolet Bankshares (NIC) in Q1 2023, closing a stake of 2,671 shares — an estimated $213K sold.

Total Clarity Wealth Management first reported a position in NIC in Q3 2021 and held it in 4 quarters. The position peaked at $213K in Q4 2022. 117 funds tracked by Wall St. Rank hold NIC as of Q1 2023.

Total Clarity Wealth Management reported no remaining Nicolet Bankshares position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 2,671 Nicolet Bankshares shares in Q1 2023, an estimated $213K.
Total Clarity Wealth Management first reported a position in Nicolet Bankshares in Q3 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Nicolet Bankshares position peaked at $213K in Q4 2022.
117 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.