HGWM
FLOW

Harvest Group Wealth Management’s SPX FLOW, Inc. FLOW Stock Holding History

Harvest Group Wealth Management’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19
Closed -$1K – 796
2020
Q4 		$1K Hold
19
– – ﹤0.01% 610
2020
Q3 		$1K Hold
19
– – ﹤0.01% 556
2020
Q2 		$0 Buy
+19
New +$620 ﹤0.01% 926
2020
Q1 		– Sell
-27
Closed -$1K – 1130
2019
Q4 		$1K Buy
+27
New +$1.2K ﹤0.01% 929
2019
Q3 		– Sell
-120
Closed -$5K – 1157
2019
Q2 		$5K Buy
120
+25
+26% +$925 0.01% 370
2019
Q1 		$3K Buy
+95
New +$3.12K ﹤0.01% 556

Other funds holding FLOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of SPX FLOW, Inc. (FLOW) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FLOW in Q1 2019 and held it in 6 quarters. The position peaked at $5K in Q2 2019. 189 funds tracked by Wall St. Rank hold FLOW as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining SPX FLOW, Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 19 SPX FLOW, Inc. shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in SPX FLOW, Inc. in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's SPX FLOW, Inc. position peaked at $5K in Q2 2019.
  • 189 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q1 2021.

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