Avantax Advisory Services’s Harley-Davidson HOG Stock Holding History

Avantax Advisory Services’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
2024 Q2	–	Sell	-4,583	Closed	-$200K	–	2101
2024 Q1	$200K	Buy	+4,583	New	+$169K	﹤0.01%	1544
2023 Q3	–	Sell	-8,787	Closed	-$309K	–	1579
2023 Q2	$309K	Buy	+8,787	New	+$307K	﹤0.01%	1171

Other funds holding HOG

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

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Avantax Advisory Services's HOG Position: Q2 2024 in Review

Avantax Advisory Services sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 4,583 shares — an estimated $200K sold.

Avantax Advisory Services first reported a position in HOG in Q2 2023 and held it in 2 quarters. The position peaked at $309K in Q2 2023. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

Avantax Advisory Services reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 4,583 Harley-Davidson shares in Q2 2024, an estimated $200K.
Avantax Advisory Services first reported a position in Harley-Davidson in Q2 2023 and held it in 2 quarters.
Avantax Advisory Services's Harley-Davidson position peaked at $309K in Q2 2023.
411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.