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Harvest Group Wealth Management’s Brady Corp BRC Stock Holding History

Harvest Group Wealth Management’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28
Closed -$1K – 122
2020
Q4 		$1K Hold
28
– – ﹤0.01% 432
2020
Q3 		$1K Hold
28
– – ﹤0.01% 420
2020
Q2 		$1K Sell
28
-25
-47% -$1.15K ﹤0.01% 353
2020
Q1 		$2K Sell
53
-29
-35% -$1.48K ﹤0.01% 303
2019
Q4 		$4K Hold
82
– – ﹤0.01% 411
2019
Q3 		$4K Buy
82
+25
+44% +$1.26K ﹤0.01% 452
2019
Q2 		$2K Hold
57
– – ﹤0.01% 512
2019
Q1 		$3K Buy
+57
New +$2.62K ﹤0.01% 480

Other funds holding BRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Brady Corp (BRC) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BRC in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 182 funds tracked by Wall St. Rank hold BRC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Brady Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 28 Brady Corp shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Brady Corp in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Brady Corp position peaked at $4K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Brady Corp as of Q1 2021.

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