Total Clarity Wealth Management’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-612	Closed	-$205K	–	238
2022 Q4	$205K	Buy	+612	New	+$202K	0.1%	215
2022 Q3	–	Sell	-603	Closed	-$203K	–	868
2022 Q2	$203K	Buy	603 +40	+7%	+$14.3K	0.11%	203
2022 Q1	$231K	Buy	+563	New	+$229K	0.13%	194

Other funds holding SPGI

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Total Clarity Wealth Management's SPGI Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 612 shares — an estimated $205K sold.

Total Clarity Wealth Management first reported a position in SPGI in Q1 2022 and held it in 3 quarters. The position peaked at $231K in Q1 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

Total Clarity Wealth Management reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 612 S&P Global shares in Q1 2023, an estimated $205K.
Total Clarity Wealth Management first reported a position in S&P Global in Q1 2022 and held it in 3 quarters.
Total Clarity Wealth Management's S&P Global position peaked at $231K in Q1 2022.
1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.