TCWM
SMLR

Total Clarity Wealth Management’s Semler Scientific SMLR Stock Holding History

Total Clarity Wealth Management’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-185
Closed -$5K – 851
2022
Q2 		$5K Buy
+185
New +$6.61K ﹤0.01% 826
2022
Q1 		– Sell
-77
Closed -$7K – 790
2021
Q4 		$7K Buy
77
+6
+8% +$672 ﹤0.01% 766
2021
Q3 		$9K Buy
+71
New +$8.97K ﹤0.01% 709

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Semler Scientific (SMLR) in Q3 2022, closing a stake of 185 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in SMLR in Q3 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 70 funds tracked by Wall St. Rank hold SMLR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Semler Scientific position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 185 Semler Scientific shares in Q3 2022, an estimated $5K.
  • Total Clarity Wealth Management first reported a position in Semler Scientific in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Semler Scientific position peaked at $9K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2022.

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