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Harvest Group Wealth Management’s Five Below FIVE Stock Holding History

Harvest Group Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3
Closed -$1K – 262
2020
Q4 		$1K Hold
3
– – ﹤0.01% 466
2020
Q3 		$0 Hold
3
– – ﹤0.01% 657
2020
Q2 		$0 Buy
+3
New +$281 ﹤0.01% 592
2020
Q1 		– Sell
-17
Closed -$2K – 655
2019
Q4 		$2K Hold
17
– – ﹤0.01% 608
2019
Q3 		$2K Buy
17
+9
+113% +$1.09K ﹤0.01% 687
2019
Q2 		$0 Buy
+8
New +$1.05K ﹤0.01% 940

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Five Below (FIVE) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FIVE in Q2 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 474 funds tracked by Wall St. Rank hold FIVE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Five Below position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Five Below shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Five Below in Q2 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Five Below position peaked at $2K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held Five Below as of Q1 2021.

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