TCWM
PBPB

Total Clarity Wealth Management’s Potbelly PBPB Stock Holding History

Total Clarity Wealth Management’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28,482
Closed -$193K – 1039
2021
Q3 		$193K Sell
28,482
-14,025
-33% -$97.7K 0.09% 214
2021
Q2 		$336K Buy
+42,507
New +$298K 0.19% 146

Other funds holding PBPB

ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Total Clarity Wealth Management's PBPB Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Potbelly (PBPB) in Q4 2021, closing a stake of 28,482 shares — an estimated $193K sold.

Total Clarity Wealth Management first reported a position in PBPB in Q2 2021 and held it in 2 quarters. The position peaked at $336K in Q2 2021. 59 funds tracked by Wall St. Rank hold PBPB as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining Potbelly position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 28,482 Potbelly shares in Q4 2021, an estimated $193K.
  • Total Clarity Wealth Management first reported a position in Potbelly in Q2 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Potbelly position peaked at $336K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Potbelly as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.