Total Clarity Wealth Management’s Harvard Bioscience HBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-132	Closed	-$5K	–	531
2022 Q2	$5K	Buy	+132	New	+$5.96K	﹤0.01%	812
2022 Q1	–	Sell	-81	Closed	-$6K	–	495
2021 Q4	$6K	Buy	81 +6	+8%	+$427	﹤0.01%	781
2021 Q3	$5K	Buy	+75	New	+$5.97K	﹤0.01%	812

Other funds holding HBIO

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Total Clarity Wealth Management's HBIO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Harvard Bioscience (HBIO) in Q3 2022, closing a stake of 132 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in HBIO in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 79 funds tracked by Wall St. Rank hold HBIO as of Q3 2022.

Total Clarity Wealth Management reported no remaining Harvard Bioscience position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 132 Harvard Bioscience shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in Harvard Bioscience in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Harvard Bioscience position peaked at $6K in Q4 2021.
79 funds tracked by Wall St. Rank held Harvard Bioscience as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.