TCWM
NNI icon

Total Clarity Wealth Management’s Nelnet NNI Stock Holding History

Total Clarity Wealth Management’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15
Closed -$1K – 717
2022
Q2 		$1K Buy
+15
New +$1.25K ﹤0.01% 980
2022
Q1 		– Sell
-15
Closed -$1K – 663
2021
Q4 		$1K Hold
15
– – ﹤0.01% 960
2021
Q3 		$1K Buy
+15
New +$1.16K ﹤0.01% 959

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Nelnet (NNI) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in NNI in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 150 funds tracked by Wall St. Rank hold NNI as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Nelnet position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 15 Nelnet shares in Q3 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in Nelnet in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Nelnet position peaked at $1K in Q2 2022.
  • 150 funds tracked by Wall St. Rank held Nelnet as of Q3 2022.

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