Total Clarity Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10	Closed	–	–	760
2022 Q2	$0	Buy	+10	New	+$144	﹤0.01%	1034
2022 Q1	–	Sell	-9	Closed	–	–	699
2021 Q4	$0	Hold	9	–	–	﹤0.01%	1040
2021 Q3	$0	Buy	+9	New	+$168	﹤0.01%	979

Other funds holding PCN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2022, closing a stake of 10 shares.

Total Clarity Wealth Management first reported a position in PCN in Q3 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 80 funds tracked by Wall St. Rank hold PCN as of Q3 2022.

Total Clarity Wealth Management reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 10 PIMCO Corporate & Income Strategy Fund shares in Q3 2022.
Total Clarity Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $0 in Q2 2022.
80 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2022.

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