HGWM
BFS

Harvest Group Wealth Management’s Saul Centers BFS Stock Holding History

Harvest Group Wealth Management’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-46
Closed -$2K – 535
2019
Q4 		$2K Hold
46
– – ﹤0.01% 574
2019
Q3 		$3K Hold
46
– – ﹤0.01% 533
2019
Q2 		$2K Hold
46
– – ﹤0.01% 511
2019
Q1 		$2K Buy
+46
New +$2.44K ﹤0.01% 587

Other funds holding BFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Saul Centers (BFS) in Q1 2020, closing a stake of 46 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in BFS in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 126 funds tracked by Wall St. Rank hold BFS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Saul Centers position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 46 Saul Centers shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Saul Centers in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Saul Centers position peaked at $3K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Saul Centers as of Q1 2020.

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