HGWM
API

Harvest Group Wealth Management’s Agora API Stock Holding History

Harvest Group Wealth Management’s Portfolio API Stock Details API Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-225
Closed -$4.99K – 116
2021
Q3 		$7K Buy
+225
New +$7.02K ﹤0.01% 56

Other funds holding API

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harvest Group Wealth Management's API Position: Q4 2021 in Review

Harvest Group Wealth Management sold out of Agora (API) in Q4 2021, closing a stake of 225 shares — an estimated $4.99K sold.

Harvest Group Wealth Management first reported a position in API in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 114 funds tracked by Wall St. Rank hold API as of Q4 2021.

  • Harvest Group Wealth Management reported no remaining Agora position as of Q4 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 225 Agora shares in Q4 2021, an estimated $4.99K.
  • Harvest Group Wealth Management first reported a position in Agora in Q3 2021 and held it in 1 quarter.
  • Harvest Group Wealth Management's Agora position peaked at $7K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Agora as of Q4 2021.

Based on Harvest Group Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.