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Harvest Group Wealth Management’s Banc of California BANC Stock Holding History

Harvest Group Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-35
Closed -$1K – 100
2020
Q4 		$1K Hold
35
– – ﹤0.01% 427
2020
Q3 		$0 Hold
35
– – ﹤0.01% 592
2020
Q2 		$0 Hold
35
– – ﹤0.01% 498
2020
Q1 		$0 Buy
+35
New +$514 ﹤0.01% 526

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Banc of California (BANC) in Q1 2021, closing a stake of 35 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BANC in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 146 funds tracked by Wall St. Rank hold BANC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Banc of California position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 35 Banc of California shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Banc of California in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Banc of California position peaked at $1K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Banc of California as of Q1 2021.

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