HGWM
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Harvest Group Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Harvest Group Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-37
Closed -$5K – 484
2020
Q1 		$5K Hold
37
– – 0.01% 253
2019
Q4 		$5K Hold
37
– – ﹤0.01% 350
2019
Q3 		$6K Buy
+37
New +$5.47K 0.01% 341

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's ARE Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q2 2020, closing a stake of 37 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in ARE in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 506 funds tracked by Wall St. Rank hold ARE as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 37 Alexandria Real Estate Equities shares in Q2 2020, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Alexandria Real Estate Equities position peaked at $6K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.