HIA
BV icon

Harbor Investment Advisory’s BrightView Holdings BV Stock Holding History

Harbor Investment Advisory’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,154
Closed -$15.5K – 1207
2023
Q2 		$15.5K Hold
2,154
– – ﹤0.01% 939
2023
Q1 		$12.1K Hold
2,154
– – ﹤0.01% 997
2022
Q4 		$14.8K Hold
2,154
– – ﹤0.01% 951
2022
Q3 		$17K Hold
2,154
– – ﹤0.01% 937
2022
Q2 		$26K Hold
2,154
– – ﹤0.01% 849
2022
Q1 		$29K Hold
2,154
– – ﹤0.01% 866
2021
Q4 		$30K Hold
2,154
– – ﹤0.01% 862
2021
Q3 		$32K Hold
2,154
– – ﹤0.01% 853
2021
Q2 		$35K Hold
2,154
– – ﹤0.01% 795
2021
Q1 		$36K Hold
2,154
– – 0.01% 758
2020
Q4 		$33K Buy
2,154
+674
+46% +$9.23K 0.01% 731
2020
Q3 		$17K Buy
1,480
+744
+101% +$8.93K ﹤0.01% 770
2020
Q2 		$8K Hold
736
– – ﹤0.01% 809
2020
Q1 		$8K Buy
+736
New +$10.5K ﹤0.01% 784

Other funds holding BV

KKRC
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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return