Total Clarity Wealth Management’s Pro-Dex PDEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-641	Closed	-$10K	–	761
2022 Q2	$10K	Buy	+641	New	+$9.83K	0.01%	673
2022 Q1	–	Sell	-465	Closed	-$11K	–	700
2021 Q4	$11K	Buy	465 +40	+9%	+$958	0.01%	674
2021 Q3	$11K	Buy	+425	New	+$12.1K	0.01%	661
2021 Q2	–	Sell	-425	Closed	-$11K	–	578
2021 Q1	$11K	Buy	+425	New	+$11.6K	0.01%	548

Other funds holding PDEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Pro-Dex (PDEX) in Q3 2022, closing a stake of 641 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in PDEX in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 21 funds tracked by Wall St. Rank hold PDEX as of Q3 2022.

Total Clarity Wealth Management reported no remaining Pro-Dex position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 641 Pro-Dex shares in Q3 2022, an estimated $10K.
Total Clarity Wealth Management first reported a position in Pro-Dex in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Pro-Dex position peaked at $11K in Q4 2021.
21 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2022.

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