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Harvest Group Wealth Management’s Harmonic Inc HLIT Stock Holding History

Harvest Group Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed – – 315
2020
Q4 		$0 Hold
30
– – ﹤0.01% 727
2020
Q3 		$0 Hold
30
– – ﹤0.01% 681
2020
Q2 		$0 Hold
30
– – ﹤0.01% 628
2020
Q1 		$0 Buy
+30
New +$201 ﹤0.01% 696

Other funds holding HLIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Harmonic Inc (HLIT) in Q1 2021, closing a stake of 30 shares.

Harvest Group Wealth Management first reported a position in HLIT in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 148 funds tracked by Wall St. Rank hold HLIT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Harmonic Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 30 Harmonic Inc shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Harmonic Inc in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Harmonic Inc position peaked at $0 in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2021.

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