Total Clarity Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-165	Closed	-$9K	–	729
2022 Q2	$9K	Buy	+165	New	+$8.51K	﹤0.01%	698
2022 Q1	–	Sell	-165	Closed	-$8K	–	673
2021 Q4	$8K	Hold	165	–	–	﹤0.01%	739
2021 Q3	$8K	Buy	+165	New	+$8.43K	﹤0.01%	736
2021 Q2	–	Sell	-165	Closed	-$9K	–	556
2021 Q1	$9K	Buy	+165	New	+$7.92K	0.01%	578
2020 Q1	–	Sell	-165	Closed	-$12K	–	448
2019 Q4	$12K	Buy	+165	New	+$11.4K	0.01%	474

Other funds holding NWN

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Northwest Natural Holdings (NWN) in Q3 2022, closing a stake of 165 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in NWN in Q4 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 234 funds tracked by Wall St. Rank hold NWN as of Q3 2022.

Total Clarity Wealth Management reported no remaining Northwest Natural Holdings position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 165 Northwest Natural Holdings shares in Q3 2022, an estimated $9K.
Total Clarity Wealth Management first reported a position in Northwest Natural Holdings in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Northwest Natural Holdings position peaked at $12K in Q4 2019.
234 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2022.

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