Total Clarity Wealth Management’s Silvergate Capital Corporation SI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15	Closed	-$1K	–	1037
2022 Q2	$1K	Buy	+15	New	+$1.4K	﹤0.01%	1007
2022 Q1	–	Sell	-115	Closed	-$17K	–	982
2021 Q4	$17K	Buy	115 +15	+15%	+$2.56K	0.01%	599
2021 Q3	$12K	Buy	+100	New	+$10.7K	0.01%	642

Other funds holding SI

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

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

Total Clarity Wealth Management sold out of Silvergate Capital Corporation (SI) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in SI in Q3 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 268 funds tracked by Wall St. Rank hold SI as of Q3 2022.

Total Clarity Wealth Management reported no remaining Silvergate Capital Corporation position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 15 Silvergate Capital Corporation shares in Q3 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in Silvergate Capital Corporation in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Silvergate Capital Corporation position peaked at $17K in Q4 2021.
268 funds tracked by Wall St. Rank held Silvergate Capital Corporation as of Q3 2022.

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