HGWM
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Harvest Group Wealth Management’s Babcock & Wilcox BW Stock Holding History

Harvest Group Wealth Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.07K Hold
177
– – ﹤0.01% 148
2022
Q4 		$1.02K Hold
177
– – ﹤0.01% 147
2022
Q3 		$1K Hold
177
– – ﹤0.01% 134
2022
Q2 		$1K Buy
+177
New +$1.24K ﹤0.01% 145

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Harvest Group Wealth Management's BW Position: Q1 2023 in Review

Harvest Group Wealth Management held its Babcock & Wilcox (BW) position steady in Q1 2023 at 177 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Harvest Group Wealth Management first reported a position in BW in Q2 2022 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold BW as of Q1 2023.

  • Harvest Group Wealth Management held 177 shares of Babcock & Wilcox worth $1.07K as of Q1 2023.
  • Harvest Group Wealth Management left its Babcock & Wilcox share count unchanged in Q1 2023.
  • Babcock & Wilcox made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #148 holding.
  • Harvest Group Wealth Management first reported a position in Babcock & Wilcox in Q2 2022 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.