Beaird Harris Wealth Management’s Harley-Davidson HOG Stock Holding History

Beaird Harris 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	-53	Closed	-$2.21K	–	587
2022 Q4	$2.21K	Buy	+53	New	+$2.26K	﹤0.01%	567
2022 Q2	–	Sell	-50	Closed	-$2K	–	496
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	521
2021 Q4	$2K	Buy	+50	New	+$1.87K	﹤0.01%	568

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

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

BGC

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

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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

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

Beaird Harris Wealth Management's HOG Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 53 shares — an estimated $2.21K sold.

Beaird Harris Wealth Management first reported a position in HOG in Q4 2021 and held it in 3 quarters. The position peaked at $2.21K in Q4 2022. 435 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

Beaird Harris Wealth Management reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 53 Harley-Davidson shares in Q1 2023, an estimated $2.21K.
Beaird Harris Wealth Management first reported a position in Harley-Davidson in Q4 2021 and held it in 3 quarters.
Beaird Harris Wealth Management's Harley-Davidson position peaked at $2.21K in Q4 2022.
435 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.