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Harvest Group Wealth Management’s Dycom Industries DY Stock Holding History

Harvest Group Wealth Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12
Closed -$1K – 213
2020
Q4 		$1K Hold
12
– – ﹤0.01% 452
2020
Q3 		$1K Hold
12
– – ﹤0.01% 442
2020
Q2 		$0 Buy
+12
New +$415 ﹤0.01% 567
2019
Q3 		– Sell
-38
Closed -$2K – 1040
2019
Q2 		$2K Buy
+38
New +$1.95K ﹤0.01% 524

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Dycom Industries (DY) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in DY in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 245 funds tracked by Wall St. Rank hold DY as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Dycom Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 12 Dycom Industries shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Dycom Industries in Q2 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Dycom Industries position peaked at $2K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2021.

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