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Total Clarity Wealth Management’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Total Clarity Wealth Management’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-400
Closed -$13K – 466
2019
Q4 		$13K Buy
+400
New +$12.2K 0.01% 466

Other funds holding PEBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Total Clarity Wealth Management's PEBK Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Peoples Bancorp of North Carolina (PEBK) in Q1 2020, closing a stake of 400 shares — an estimated $13K sold.

Total Clarity Wealth Management first reported a position in PEBK in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 47 funds tracked by Wall St. Rank hold PEBK as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Peoples Bancorp of North Carolina position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 400 Peoples Bancorp of North Carolina shares in Q1 2020, an estimated $13K.
  • Total Clarity Wealth Management first reported a position in Peoples Bancorp of North Carolina in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Peoples Bancorp of North Carolina position peaked at $13K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.