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Harvest Group Wealth Management’s Central Pacific Financial CPF Stock Holding History

Harvest Group Wealth Management’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11
Closed – – 547
2020
Q1 		$0 Buy
+11
New +$271 ﹤0.01% 585

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Harvest Group Wealth Management's CPF Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Central Pacific Financial (CPF) in Q2 2020, closing a stake of 11 shares.

Harvest Group Wealth Management first reported a position in CPF in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 142 funds tracked by Wall St. Rank hold CPF as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Central Pacific Financial position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Central Pacific Financial shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Central Pacific Financial in Q1 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Central Pacific Financial position peaked at $0 in Q1 2020.
  • 142 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.