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Harvest Group Wealth Management’s NiSource NI Stock Holding History

Harvest Group Wealth Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,480
Closed -$34K – 466
2020
Q4 		$34K Hold
1,480
– – 0.02% 132
2020
Q3 		$33K Hold
1,480
– – 0.02% 118
2020
Q2 		$33K Hold
1,480
– – 0.03% 110
2020
Q1 		$36K Sell
1,480
-101
-6% -$2.79K 0.04% 93
2019
Q4 		$44K Sell
1,581
-254
-14% -$6.96K 0.04% 84
2019
Q3 		$55K Buy
1,835
+10
+0.5% +$293 0.07% 72
2019
Q2 		$52K Buy
1,825
+10
+0.6% +$282 0.07% 68
2019
Q1 		$52K Buy
+1,815
New +$48.9K 0.05% 86

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of NiSource (NI) in Q1 2021, closing a stake of 1,480 shares — an estimated $34K sold.

Harvest Group Wealth Management first reported a position in NI in Q1 2019 and held it in 8 quarters. The position peaked at $55K in Q3 2019. 486 funds tracked by Wall St. Rank hold NI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining NiSource position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,480 NiSource shares in Q1 2021, an estimated $34K.
  • Harvest Group Wealth Management first reported a position in NiSource in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's NiSource position peaked at $55K in Q3 2019.
  • 486 funds tracked by Wall St. Rank held NiSource as of Q1 2021.

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