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Harvest Group Wealth Management’s DXP Enterprises DXPE Stock Holding History

Harvest Group Wealth Management’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24
Closed -$1K – 212
2020
Q4 		$1K Hold
24
– – ﹤0.01% 451
2020
Q3 		$0 Hold
24
– – ﹤0.01% 640
2020
Q2 		$0 Buy
+24
New +$386 ﹤0.01% 566
2020
Q1 		– Sell
-33
Closed -$1K – 622
2019
Q4 		$1K Hold
33
– – ﹤0.01% 754
2019
Q3 		$1K Buy
+33
New +$1.11K ﹤0.01% 848

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of DXP Enterprises (DXPE) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in DXPE in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 113 funds tracked by Wall St. Rank hold DXPE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining DXP Enterprises position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 24 DXP Enterprises shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in DXP Enterprises in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's DXP Enterprises position peaked at $1K in Q4 2020.
  • 113 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2021.

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