Total Clarity Wealth Management’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,718	Closed	-$204K	–	277
2022 Q3	$204K	Hold	3,718	–	–	0.13%	216
2022 Q2	$229K	Sell	3,718 -515	-12%	-$47.1K	0.12%	177
2022 Q1	$574K	Sell	4,233 -215	-5%	-$26K	0.31%	85
2021 Q4	$718K	Sell	4,448 -262	-6%	-$56.8K	0.33%	79
2021 Q3	$1.13M	Buy	4,710 +235	+5%	+$60.4K	0.54%	46
2021 Q2	$1.09M	Buy	4,475 +278	+7%	+$64.5K	0.61%	52
2021 Q1	$953K	Buy	4,197 +27	+0.6%	+$6.32K	0.55%	42
2020 Q4	$908K	Buy	4,170 +280	+7%	+$54.6K	0.63%	42
2020 Q3	$632K	Hold	3,890	–	–	0.55%	52
2020 Q2	$408K	Buy	+3,890	New	+$298K	0.37%	74

Other funds holding XYZ

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Total Clarity Wealth Management's XYZ Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 3,718 shares — an estimated $204K sold.

Total Clarity Wealth Management first reported a position in XYZ in Q2 2020 and held it in 10 quarters. The position peaked at $1.13M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

Total Clarity Wealth Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3,718 Block Inc shares in Q4 2022, an estimated $204K.
Total Clarity Wealth Management first reported a position in Block Inc in Q2 2020 and held it in 10 quarters.
Total Clarity Wealth Management's Block Inc position peaked at $1.13M in Q3 2021.
1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.