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Total Clarity Wealth Management’s SPX Corp SPXC Stock Holding History

Total Clarity Wealth Management’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$1K – 881
2022
Q2 		$1K Buy
+20
New +$966 ﹤0.01% 993
2022
Q1 		– Sell
-20
Closed -$1K – 817
2021
Q4 		$1K Buy
+20
New +$1.21K ﹤0.01% 966

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of SPX Corp (SPXC) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in SPXC in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 216 funds tracked by Wall St. Rank hold SPXC as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining SPX Corp position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 20 SPX Corp shares in Q3 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in SPX Corp in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's SPX Corp position peaked at $1K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held SPX Corp as of Q3 2022.

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