AWM
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Accurate Wealth Management’s Harley-Davidson HOG Stock Holding History

Accurate Wealth Management’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75
Closed -$3.28K – 756
2022
Q4 		$3.28K Buy
+75
New +$3.19K ﹤0.01% 1095

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's HOG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 75 shares — an estimated $3.28K sold.

Accurate Wealth Management first reported a position in HOG in Q4 2022 and held it in 1 quarter. The position peaked at $3.28K in Q4 2022. 434 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 75 Harley-Davidson shares in Q1 2023, an estimated $3.28K.
  • Accurate Wealth Management first reported a position in Harley-Davidson in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Harley-Davidson position peaked at $3.28K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.