Claro Advisors’s iSpecimen ISPC Stock Holding History

Claro Advisors’s Portfolio ISPC Stock Details ISPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22	Closed	-$24.7K	–	386
2023 Q2	$24.7K	Hold	22	–	–	0.01%	373
2023 Q1	$23.2K	Hold	22	–	–	0.01%	350
2022 Q4	$23.8K	Buy	+22	New	+$26.8K	0.01%	320

Other funds holding ISPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Claro Advisors's ISPC Position: Q3 2023 in Review

Claro Advisors sold out of iSpecimen (ISPC) in Q3 2023, closing a stake of 22 shares — an estimated $24.7K sold.

Claro Advisors first reported a position in ISPC in Q4 2022 and held it in 3 quarters. The position peaked at $24.7K in Q2 2023. 10 funds tracked by Wall St. Rank hold ISPC as of Q3 2023.

Claro Advisors reported no remaining iSpecimen position as of Q3 2023 after selling out during the quarter.
Claro Advisors sold 22 iSpecimen shares in Q3 2023, an estimated $24.7K.
Claro Advisors first reported a position in iSpecimen in Q4 2022 and held it in 3 quarters.
Claro Advisors's iSpecimen position peaked at $24.7K in Q2 2023.
10 funds tracked by Wall St. Rank held iSpecimen as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.