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Global Wealth Management Investment Advisory’s Harley-Davidson HOG Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-200
Closed -$5K – 516
2020
Q2 		$5K Hold
200
– – ﹤0.01% 423
2020
Q1 		$4K Hold
200
– – ﹤0.01% 432
2019
Q4 		$7K Hold
200
– – ﹤0.01% 398
2019
Q3 		$7K Hold
200
– – ﹤0.01% 369
2019
Q2 		$7K Hold
200
– – ﹤0.01% 409
2019
Q1 		$7K Hold
200
– – ﹤0.01% 421
2018
Q4 		$7K Buy
+200
New +$7.84K ﹤0.01% 439

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Global Wealth Management Investment Advisory's HOG Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Harley-Davidson (HOG) in Q3 2020, closing a stake of 200 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in HOG in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 381 funds tracked by Wall St. Rank hold HOG as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Harley-Davidson position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Harley-Davidson shares in Q3 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Harley-Davidson in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Harley-Davidson position peaked at $7K in Q4 2019.
  • 381 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.