HGWM
DMC

Harvest Group Wealth Management’s Del Monte Corp DMC Stock Holding History

Harvest Group Wealth Management’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed – – 256
2020
Q4 		$0 Hold
10
– – ﹤0.01% 703
2020
Q3 		$0 Buy
+10
New +$235 ﹤0.01% 654
2020
Q1 		– Sell
-101
Closed -$3K – 649
2019
Q4 		$3K Buy
+101
New +$3.23K ﹤0.01% 492

Other funds holding DMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Del Monte Corp (DMC) in Q1 2021, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in DMC in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 145 funds tracked by Wall St. Rank hold DMC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Del Monte Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Del Monte Corp shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Del Monte Corp in Q4 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Del Monte Corp position peaked at $3K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Del Monte Corp as of Q1 2021.

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