HGWM
NP

Harvest Group Wealth Management’s Neenah, Inc. Common Stock NP Stock Holding History

Harvest Group Wealth Management’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5
Closed – – 898
2020
Q3 		$0 Buy
+5
New +$225 ﹤0.01% 877
2020
Q1 		– Sell
-17
Closed -$1K – 1126
2019
Q4 		$1K Sell
17
-6
-26% -$408 ﹤0.01% 926
2019
Q3 		$1K Buy
23
+8
+53% +$521 ﹤0.01% 980
2019
Q2 		$1K Hold
15
– – ﹤0.01% 859
2019
Q1 		$1K Buy
+15
New +$997 ﹤0.01% 889

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harvest Group Wealth Management's NP Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Neenah, Inc. Common Stock (NP) in Q4 2020, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in NP in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 153 funds tracked by Wall St. Rank hold NP as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Neenah, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Neenah, Inc. Common Stock shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Neenah, Inc. Common Stock in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Neenah, Inc. Common Stock position peaked at $1K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.