Total Clarity Wealth Management’s Union Pacific UNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,128	Closed	-$234K	–	244
2022 Q4	$234K	Buy	1,128 +99	+10%	+$20.3K	0.12%	197
2022 Q3	$200K	Buy	1,029 +44	+4%	+$9.74K	0.13%	222
2022 Q2	$210K	Buy	985 +85	+9%	+$19.3K	0.11%	193
2022 Q1	$246K	Buy	900 +736	+449%	+$186K	0.14%	184
2021 Q4	$41K	Buy	164 +14	+9%	+$3.32K	0.02%	442
2021 Q3	$29K	Buy	+150	New	+$32.4K	0.01%	489
2021 Q2	–	Sell	-150	Closed	-$33K	–	712
2021 Q1	$33K	Buy	+150	New	+$31.5K	0.02%	386
2020 Q1	–	Sell	-350	Closed	-$63K	–	585
2019 Q4	$63K	Buy	+350	New	+$59.9K	0.05%	235

Other funds holding UNP

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Total Clarity Wealth Management sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 1,128 shares — an estimated $234K sold.

Total Clarity Wealth Management first reported a position in UNP in Q4 2019 and held it in 8 quarters. The position peaked at $246K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Total Clarity Wealth Management reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 1,128 Union Pacific shares in Q1 2023, an estimated $234K.
Total Clarity Wealth Management first reported a position in Union Pacific in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's Union Pacific position peaked at $246K in Q1 2022.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

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