HGWM
CBT icon

Harvest Group Wealth Management’s Cabot Corp CBT Stock Holding History

Harvest Group Wealth Management’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed -$1K – 133
2020
Q4 		$1K Hold
16
– – ﹤0.01% 435
2020
Q3 		$1K Hold
16
– – ﹤0.01% 424
2020
Q2 		$0 Buy
+16
New +$535 ﹤0.01% 523
2020
Q1 		– Sell
-39
Closed -$1K – 561
2019
Q4 		$1K Hold
39
– – ﹤0.01% 735
2019
Q3 		$2K Buy
+39
New +$1.68K ﹤0.01% 652

Other funds holding CBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Cabot Corp (CBT) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CBT in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 285 funds tracked by Wall St. Rank hold CBT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cabot Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 16 Cabot Corp shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Cabot Corp in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Cabot Corp position peaked at $2K in Q3 2019.
  • 285 funds tracked by Wall St. Rank held Cabot Corp as of Q1 2021.

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