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Harvest Group Wealth Management’s Alamo Group ALG Stock Holding History

Harvest Group Wealth Management’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed – – 60
2020
Q4 		$0 Hold
2
– – ﹤0.01% 634
2020
Q3 		$0 Hold
2
– – ﹤0.01% 579
2020
Q2 		$0 Hold
2
– – ﹤0.01% 473
2020
Q1 		$0 Sell
2
-21
-91% -$2.42K ﹤0.01% 490
2019
Q4 		$2K Hold
23
– – ﹤0.01% 565
2019
Q3 		$3K Hold
23
– – ﹤0.01% 526
2019
Q2 		$2K Hold
23
– – ﹤0.01% 500
2019
Q1 		$2K Buy
+23
New +$2.07K ﹤0.01% 575

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Group Wealth Management's ALG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Alamo Group (ALG) in Q1 2021, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in ALG in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 178 funds tracked by Wall St. Rank hold ALG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Alamo Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 Alamo Group shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Alamo Group in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Alamo Group position peaked at $3K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Alamo Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.