Total Clarity Wealth Management’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-73	Closed	-$4K	–	932
2022 Q2	$4K	Buy	+73	New	+$3.72K	﹤0.01%	862
2022 Q1	–	Sell	-100	Closed	-$6K	–	871
2021 Q4	$6K	Buy	100 +73	+270%	+$4.34K	﹤0.01%	792
2021 Q3	$2K	Buy	+27	New	+$1.72K	﹤0.01%	939
2021 Q2	–	Sell	-204	Closed	-$13K	–	710
2021 Q1	$13K	Buy	+204	New	+$13K	0.01%	519

Other funds holding UL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Unilever (UL) in Q3 2022, closing a stake of 73 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in UL in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

Total Clarity Wealth Management reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 73 Unilever shares in Q3 2022, an estimated $4K.
Total Clarity Wealth Management first reported a position in Unilever in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Unilever position peaked at $13K in Q1 2021.
1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

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