HGWM
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Harvest Group Wealth Management’s Installed Building Products IBP Stock Holding History

Harvest Group Wealth Management’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed -$1K – 339
2020
Q4 		$1K Hold
10
– – ﹤0.01% 481
2020
Q3 		$1K Hold
10
– – ﹤0.01% 462
2020
Q2 		$0 Hold
10
– – ﹤0.01% 646
2020
Q1 		$0 Buy
+10
New +$647 ﹤0.01% 717

Other funds holding IBP

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Installed Building Products (IBP) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in IBP in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 219 funds tracked by Wall St. Rank hold IBP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Installed Building Products position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Installed Building Products shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Installed Building Products in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Installed Building Products position peaked at $1K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2021.

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