HGWM
BELFB

Harvest Group Wealth Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Harvest Group Wealth Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-97
Closed -$1K – 533
2019
Q4 		$1K Hold
97
– – ﹤0.01% 728
2019
Q3 		$1K Buy
97
+42
+76% +$582 ﹤0.01% 830
2019
Q2 		$0 Hold
55
– – ﹤0.01% 911
2019
Q1 		$1K Buy
+55
New +$1.27K ﹤0.01% 741

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Bel Fuse Inc Class B (BELFB) in Q1 2020, closing a stake of 97 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BELFB in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 89 funds tracked by Wall St. Rank hold BELFB as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Bel Fuse Inc Class B position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 97 Bel Fuse Inc Class B shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Bel Fuse Inc Class B in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Bel Fuse Inc Class B position peaked at $1K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2020.

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