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Harvest Group Wealth Management’s Bankunited BKU Stock Holding History

Harvest Group Wealth Management’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19
Closed -$1K – 113
2020
Q4 		$1K Buy
+19
New +$542 ﹤0.01% 430

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Bankunited (BKU) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BKU in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 214 funds tracked by Wall St. Rank hold BKU as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Bankunited position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 19 Bankunited shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Bankunited in Q4 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Bankunited position peaked at $1K in Q4 2020.
  • 214 funds tracked by Wall St. Rank held Bankunited as of Q1 2021.

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