Total Clarity Wealth Management’s PDS Biotechnology PDSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,362	Closed	-$88.3K	–	223
2023 Q1	$88.3K	Sell	14,362 -2,747	-16%	-$22.5K	0.05%	175
2022 Q4	$226K	Buy	+17,109	New	+$121K	0.12%	205
2022 Q3	–	Sell	-3,779	Closed	-$14K	–	763
2022 Q2	$14K	Buy	+3,779	New	+$18K	0.01%	605
2022 Q1	–	Sell	-13,306	Closed	-$108K	–	703
2021 Q4	$108K	Sell	13,306 -3,336	-20%	-$35.9K	0.05%	300
2021 Q3	$248K	Buy	+16,642	New	+$207K	0.12%	195
2021 Q2	–	Sell	-1,500	Closed	-$7K	–	580
2021 Q1	$7K	Buy	+1,500	New	+$6.04K	﹤0.01%	627

Other funds holding PDSB

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Total Clarity Wealth Management's PDSB Position: Q2 2023 in Review

Total Clarity Wealth Management sold out of PDS Biotechnology (PDSB) in Q2 2023, closing a stake of 14,362 shares — an estimated $88.3K sold.

Total Clarity Wealth Management first reported a position in PDSB in Q1 2021 and held it in 6 quarters. The position peaked at $248K in Q3 2021. 80 funds tracked by Wall St. Rank hold PDSB as of Q2 2023.

Total Clarity Wealth Management reported no remaining PDS Biotechnology position as of Q2 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 14,362 PDS Biotechnology shares in Q2 2023, an estimated $88.3K.
Total Clarity Wealth Management first reported a position in PDS Biotechnology in Q1 2021 and held it in 6 quarters.
Total Clarity Wealth Management's PDS Biotechnology position peaked at $248K in Q3 2021.
80 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2023.

Based on Total Clarity Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.