BWM
PVH icon

Biltmore Wealth Management’s PVH PVH Stock Holding History

Biltmore Wealth Management’s Portfolio PVH Stock Details PVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,192
Closed -$581K – 62
2020
Q4 		$581K Sell
6,192
-770
-11% -$58.6K 0.3% 24
2020
Q3 		$335K Sell
6,962
-406
-6% -$22.3K 0.19% 37
2020
Q2 		$277K Buy
7,368
+3,468
+89% +$162K 0.18% 37
2020
Q1 		$410K Hold
3,900
– – 0.2% 35
2019
Q4 		$410K Sell
3,900
-532
-12% -$50.8K 0.2% 35
2019
Q3 		$391K Buy
4,432
+482
+12% +$40.3K 0.19% 34
2019
Q2 		$374K Buy
+3,950
New +$437K 0.19% 34
2019
Q1 		– Sell
-3,821
Closed -$355K – 66
2018
Q4 		$355K Sell
3,821
-604
-14% -$69.1K 0.39% 31
2018
Q3 		$639K Sell
4,425
-578
-12% -$85.5K 0.53% 27
2018
Q2 		$749K Sell
5,003
-1,175
-19% -$185K 0.68% 20
2018
Q1 		$936K Sell
6,178
-301
-5% -$43.9K 0.89% 13
2017
Q4 		$889K Sell
6,479
-3
-0% -$392 0.8% 14
2017
Q3 		$817K Sell
6,482
-238
-4% -$29K 0.86% 16
2017
Q2 		$769K Buy
6,720
+1
+0% +$104 0.87% 16
2017
Q1 		$695K Sell
6,719
-98
-1% -$9.07K 0.64% 16
2016
Q4 		$615K Hold
6,817
– – 0.57% 16
2016
Q3 		$753K Sell
6,817
-733
-10% -$75.8K 0.67% 10
2016
Q2 		$711K Buy
+7,550
New +$710K 0.6% 15

Other funds holding PVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Biltmore Wealth Management's PVH Position: Q1 2021 in Review

Biltmore Wealth Management sold out of PVH (PVH) in Q1 2021, closing a stake of 6,192 shares — an estimated $581K sold.

Biltmore Wealth Management first reported a position in PVH in Q2 2016 and held it in 18 quarters. The position peaked at $936K in Q1 2018. 384 funds tracked by Wall St. Rank hold PVH as of Q1 2021.

  • Biltmore Wealth Management reported no remaining PVH position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 6,192 PVH shares in Q1 2021, an estimated $581K.
  • Biltmore Wealth Management first reported a position in PVH in Q2 2016 and held it in 18 quarters.
  • Biltmore Wealth Management's PVH position peaked at $936K in Q1 2018.
  • 384 funds tracked by Wall St. Rank held PVH as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.