Total Clarity Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-268	Closed	-$3K	–	800
2022 Q2	$3K	Buy	+268	New	+$3.83K	﹤0.01%	894
2022 Q1	–	Sell	-13	Closed	–	–	737
2021 Q4	$0	Hold	13	–	–	﹤0.01%	1045
2021 Q3	$0	Buy	+13	New	+$259	﹤0.01%	980

Other funds holding PTY

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

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

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

PCM

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

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q3 2022, closing a stake of 268 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in PTY in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 142 funds tracked by Wall St. Rank hold PTY as of Q3 2022.

Total Clarity Wealth Management reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 268 PIMCO Corporate & Income Opportunity Fund shares in Q3 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in PIMCO Corporate & Income Opportunity Fund in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's PIMCO Corporate & Income Opportunity Fund position peaked at $3K in Q2 2022.
142 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q3 2022.

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