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Harvest Group Wealth Management’s HCI Group HCI Stock Holding History

Harvest Group Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 307
2020
Q4 		$0 Hold
5
– – ﹤0.01% 725
2020
Q3 		$0 Hold
5
– – ﹤0.01% 678
2020
Q2 		$0 Hold
5
– – ﹤0.01% 624
2020
Q1 		$0 Sell
5
-28
-85% -$1.21K ﹤0.01% 692
2019
Q4 		$1K Hold
33
– – ﹤0.01% 783
2019
Q3 		$1K Hold
33
– – ﹤0.01% 864
2019
Q2 		$1K Hold
33
– – ﹤0.01% 734
2019
Q1 		$1K Buy
+33
New +$1.52K ﹤0.01% 781

Other funds holding HCI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of HCI Group (HCI) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in HCI in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q4 2019. 143 funds tracked by Wall St. Rank hold HCI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining HCI Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 HCI Group shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in HCI Group in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's HCI Group position peaked at $1K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held HCI Group as of Q1 2021.

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