HGWM
KWR icon

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 – 395
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 $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return