HGWM
CBB

Harvest Group Wealth Management’s Cincinnati Bell Inc. CBB Stock Holding History

Harvest Group Wealth Management’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-113
Closed -$2K – 828
2020
Q4 		$2K Hold
113
– – ﹤0.01% 407
2020
Q3 		$2K Hold
113
– – ﹤0.01% 402
2020
Q2 		$1K Hold
113
– – ﹤0.01% 456
2020
Q1 		$1K Sell
113
-84
-43% -$1.09K ﹤0.01% 467
2019
Q4 		$2K Buy
197
+7
+4% +$43 ﹤0.01% 700
2019
Q3 		$1K Buy
+190
New +$930 ﹤0.01% 1006

Other funds holding CBB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
DAM
DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Cincinnati Bell Inc. (CBB) in Q1 2021, closing a stake of 113 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CBB in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 154 funds tracked by Wall St. Rank hold CBB as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cincinnati Bell Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 113 Cincinnati Bell Inc. shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Cincinnati Bell Inc. in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Cincinnati Bell Inc. position peaked at $2K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q1 2021.

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