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Total Clarity Wealth Management’s OFS Capital OFS Stock Holding History

Total Clarity Wealth Management’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-145
Closed -$1K – 732
2022
Q2 		$1K Buy
+145
New +$1.75K ﹤0.01% 982
2022
Q1 		– Sell
-2,138
Closed -$23K – 675
2021
Q4 		$23K Buy
2,138
+94
+5% +$1.03K 0.01% 543
2021
Q3 		$21K Buy
+2,044
New +$20.4K 0.01% 551

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of OFS Capital (OFS) in Q3 2022, closing a stake of 145 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in OFS in Q3 2021 and held it in 3 quarters. The position peaked at $23K in Q4 2021. 38 funds tracked by Wall St. Rank hold OFS as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining OFS Capital position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 145 OFS Capital shares in Q3 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in OFS Capital in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's OFS Capital position peaked at $23K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held OFS Capital as of Q3 2022.

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