HGWM
DB icon

Harvest Group Wealth Management’s Deutsche Bank DB Stock Holding History

Harvest Group Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-556
Closed -$5.72K – 689
2020
Q3 		$5K Hold
556
– – ﹤0.01% 260
2020
Q2 		$5K Hold
556
– – ﹤0.01% 251
2020
Q1 		$3K Hold
556
– – ﹤0.01% 283
2019
Q4 		$4K Hold
556
– – ﹤0.01% 415
2019
Q3 		$4K Buy
556
+536
+2,680% +$4.08K ﹤0.01% 460
2019
Q2 		$0 Sell
20
-20,456
-100% -$158K ﹤0.01% 928
2019
Q1 		$166K Buy
20,476
+231
+1% +$2.02K 0.15% 42
2018
Q4 		$165K Sell
20,245
-702
-3% -$6.85K 0.21% 31
2018
Q3 		$238K Buy
20,947
+440
+2% +$5.17K 0.17% 28
2018
Q2 		$218K Buy
20,507
+2,025
+11% +$25.8K 0.15% 35
2018
Q1 		$258K Buy
18,482
+1,407
+8% +$23.7K 0.17% 39
2017
Q4 		$325K Buy
+17,075
New +$308K 0.2% 37

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HEC
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Vanguard Group
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CCM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return