HGWM
FMBI

Harvest Group Wealth Management’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Harvest Group Wealth Management’s Portfolio FMBI Stock Details FMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-43
Closed -$1K – 799
2020
Q4 		$1K Buy
+43
New +$591 ﹤0.01% 612
2019
Q3 		– Sell
-123
Closed -$2K – 1158
2019
Q2 		$2K Buy
123
+83
+208% +$1.72K ﹤0.01% 622
2019
Q1 		$1K Buy
+40
New +$873 ﹤0.01% 892

Other funds holding FMBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of First Midwest Bancorp Inc/IL (FMBI) in Q1 2021, closing a stake of 43 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FMBI in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 198 funds tracked by Wall St. Rank hold FMBI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining First Midwest Bancorp Inc/IL position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 43 First Midwest Bancorp Inc/IL shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in First Midwest Bancorp Inc/IL in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's First Midwest Bancorp Inc/IL position peaked at $2K in Q2 2019.
  • 198 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q1 2021.

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