Total Clarity Wealth Management’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-50	Closed	-$5K	–	779
2022 Q2	$5K	Sell	50 -4,145	-99%	-$429K	﹤0.01%	821
2022 Q1	$442K	Sell	4,195 -6	-0.1%	-$684	0.24%	112
2021 Q4	$462K	Buy	4,201 +6	+0.1%	+$707	0.21%	108
2021 Q3	$502K	Buy	4,195 +20	+0.5%	+$2.54K	0.24%	107
2021 Q2	$572K	Hold	4,175	–	–	0.32%	93
2021 Q1	$557K	Buy	4,175 +40	+1%	+$4.88K	0.32%	77
2020 Q4	$394K	Buy	+4,135	New	+$396K	0.27%	95
2020 Q1	–	Sell	-50	Closed	-$5K	–	477
2019 Q4	$5K	Buy	+50	New	+$4.85K	﹤0.01%	589

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Polaris (PII) in Q3 2022, closing a stake of 50 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in PII in Q4 2019 and held it in 8 quarters. The position peaked at $572K in Q2 2021. 431 funds tracked by Wall St. Rank hold PII as of Q3 2022.

Total Clarity Wealth Management reported no remaining Polaris position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 50 Polaris shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in Polaris in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's Polaris position peaked at $572K in Q2 2021.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

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