HGWM
BLD

Harvest Group Wealth Management’s TopBuild BLD Stock Holding History

Harvest Group Wealth Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23
Closed -$2K – 541
2019
Q4 		$2K Hold
23
– – ﹤0.01% 577
2019
Q3 		$2K Buy
23
+10
+77% +$883 ﹤0.01% 648
2019
Q2 		$1K Buy
+13
New +$994 ﹤0.01% 669

Other funds holding BLD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of TopBuild (BLD) in Q1 2020, closing a stake of 23 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in BLD in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 278 funds tracked by Wall St. Rank hold BLD as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining TopBuild position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 23 TopBuild shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in TopBuild in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's TopBuild position peaked at $2K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held TopBuild as of Q1 2020.

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