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Claro Advisors’s Harbor Long-Short Equity ETF LSEQ Stock Holding History

Claro Advisors’s Portfolio LSEQ Stock Details LSEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,675
Closed -$280K – 427
2023
Q4 		$280K Buy
+11,675
New +$281K 0.06% 301

Other funds holding LSEQ

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Claro Advisors's LSEQ Position: Q1 2024 in Review

Claro Advisors sold out of Harbor Long-Short Equity ETF (LSEQ) in Q1 2024, closing a stake of 11,675 shares — an estimated $280K sold.

Claro Advisors first reported a position in LSEQ in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 2 funds tracked by Wall St. Rank hold LSEQ as of Q1 2024.

  • Claro Advisors reported no remaining Harbor Long-Short Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Claro Advisors sold 11,675 Harbor Long-Short Equity ETF shares in Q1 2024, an estimated $280K.
  • Claro Advisors first reported a position in Harbor Long-Short Equity ETF in Q4 2023 and held it in 1 quarter.
  • Claro Advisors's Harbor Long-Short Equity ETF position peaked at $280K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Harbor Long-Short Equity ETF as of Q1 2024.

Based on Claro Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.