TCWM
SWZ

Total Clarity Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

Total Clarity Wealth Management’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,231
Closed -$19K – 555
2019
Q4 		$19K Buy
+2,231
New +$18.2K 0.01% 406

Other funds holding SWZ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Total Clarity Wealth Management's SWZ Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Swiss Helvetia Fund (SWZ) in Q1 2020, closing a stake of 2,231 shares — an estimated $19K sold.

Total Clarity Wealth Management first reported a position in SWZ in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 41 funds tracked by Wall St. Rank hold SWZ as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Swiss Helvetia Fund position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,231 Swiss Helvetia Fund shares in Q1 2020, an estimated $19K.
  • Total Clarity Wealth Management first reported a position in Swiss Helvetia Fund in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Swiss Helvetia Fund position peaked at $19K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.