HGWM
AAOI icon

Harvest Group Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Harvest Group Wealth Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-112
Closed -$1K – 469
2019
Q4 		$1K Hold
112
– – ﹤0.01% 703
2019
Q3 		$1K Hold
112
– – ﹤0.01% 815
2019
Q2 		$1K Buy
+112
New +$1.2K ﹤0.01% 641

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Harvest Group Wealth Management's AAOI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Applied Optoelectronics (AAOI) in Q1 2020, closing a stake of 112 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AAOI in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 104 funds tracked by Wall St. Rank hold AAOI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Applied Optoelectronics position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 112 Applied Optoelectronics shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Applied Optoelectronics in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Applied Optoelectronics position peaked at $1K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.