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Arete Wealth Advisors’s Harley-Davidson HOG Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-23,102
Closed -$764K – 758
2023
Q3 		$764K Buy
+23,102
New +$804K 0.13% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's HOG Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Harley-Davidson (HOG) in Q4 2023, closing a stake of 23,102 shares — an estimated $764K sold.

Arete Wealth Advisors first reported a position in HOG in Q3 2023 and held it in 1 quarter. The position peaked at $764K in Q3 2023. 419 funds tracked by Wall St. Rank hold HOG as of Q4 2023.

  • Arete Wealth Advisors reported no remaining Harley-Davidson position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 23,102 Harley-Davidson shares in Q4 2023, an estimated $764K.
  • Arete Wealth Advisors first reported a position in Harley-Davidson in Q3 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Harley-Davidson position peaked at $764K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.