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Harvest Group Wealth Management’s Quaker Houghton KWR Stock Holding History

Harvest Group Wealth Management’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13
Closed -$3K – 390
2020
Q4 		$3K Hold
13
– – ﹤0.01% 304
2020
Q3 		$2K Hold
13
– – ﹤0.01% 353
2020
Q2 		$2K Hold
13
– – ﹤0.01% 308
2020
Q1 		$1K Sell
13
-42
-76% -$6.81K ﹤0.01% 397
2019
Q4 		$9K Hold
55
– – 0.01% 260
2019
Q3 		$9K Hold
55
– – 0.01% 274
2019
Q2 		$11K Hold
55
– – 0.01% 207
2019
Q1 		$11K Buy
+55
New +$10.9K 0.01% 224

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Quaker Houghton (KWR) in Q1 2021, closing a stake of 13 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in KWR in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q2 2019. 225 funds tracked by Wall St. Rank hold KWR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Quaker Houghton position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 13 Quaker Houghton shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Quaker Houghton in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Quaker Houghton position peaked at $11K in Q2 2019.
  • 225 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2021.

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