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Total Clarity Wealth Management’s SOPHiA GENETICS SOPH Stock Holding History

Total Clarity Wealth Management’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-581
Closed -$2K – 861
2022
Q2 		$2K Buy
+581
New +$2.95K ﹤0.01% 942
2022
Q1 		– Sell
-539
Closed -$8K – 796
2021
Q4 		$8K Buy
+539
New +$7.95K ﹤0.01% 740

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of SOPHiA GENETICS (SOPH) in Q3 2022, closing a stake of 581 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in SOPH in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 34 funds tracked by Wall St. Rank hold SOPH as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining SOPHiA GENETICS position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 581 SOPHiA GENETICS shares in Q3 2022, an estimated $2K.
  • Total Clarity Wealth Management first reported a position in SOPHiA GENETICS in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's SOPHiA GENETICS position peaked at $8K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q3 2022.

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