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Harvest Group Wealth Management’s J&J Snack Foods JJSF Stock Holding History

Harvest Group Wealth Management’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7
Closed -$1.13K – 738
2019
Q4 		$1K Hold
7
– – ﹤0.01% 792
2019
Q3 		$1K Hold
7
– – ﹤0.01% 869
2019
Q2 		$1K Hold
7
– – ﹤0.01% 743
2019
Q1 		$1K Buy
+7
New +$1.07K ﹤0.01% 789

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Vanguard Group
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Harvest Group Wealth Management's JJSF Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of J&J Snack Foods (JJSF) in Q1 2020, closing a stake of 7 shares — an estimated $1.13K sold.

Harvest Group Wealth Management first reported a position in JJSF in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 217 funds tracked by Wall St. Rank hold JJSF as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining J&J Snack Foods position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 J&J Snack Foods shares in Q1 2020, an estimated $1.13K.
  • Harvest Group Wealth Management first reported a position in J&J Snack Foods in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's J&J Snack Foods position peaked at $1K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.