TCWM
UNFI icon

Total Clarity Wealth Management’s United Natural Foods UNFI Stock Holding History

Total Clarity Wealth Management’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38,893
Closed -$509K – 290
2024
Q2 		$509K Buy
38,893
+20,910
+116% +$235K 0.18% 132
2024
Q1 		$207K Sell
17,983
-2,243
-11% -$32.6K 0.07% 250
2023
Q4 		$328K Buy
20,226
+10,224
+102% +$155K 0.13% 165
2023
Q3 		$141K Sell
10,002
-712
-7% -$13.9K 0.07% 214
2023
Q2 		$209K Sell
10,714
-73
-0.7% -$1.83K 0.1% 198
2023
Q1 		$284K Buy
+10,787
New +$393K 0.15% 136

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Clarity Wealth Management's UNFI Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of United Natural Foods (UNFI) in Q3 2024, closing a stake of 38,893 shares — an estimated $509K sold.

Total Clarity Wealth Management first reported a position in UNFI in Q1 2023 and held it in 6 quarters. The position peaked at $509K in Q2 2024. 233 funds tracked by Wall St. Rank hold UNFI as of Q3 2024.

  • Total Clarity Wealth Management reported no remaining United Natural Foods position as of Q3 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 38,893 United Natural Foods shares in Q3 2024, an estimated $509K.
  • Total Clarity Wealth Management first reported a position in United Natural Foods in Q1 2023 and held it in 6 quarters.
  • Total Clarity Wealth Management's United Natural Foods position peaked at $509K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.