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Harvest Group Wealth Management’s Orthofix Medical OFIX Stock Holding History

Harvest Group Wealth Management’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21
Closed – – 847
2019
Q4 		$0 Hold
21
– – ﹤0.01% 1015
2019
Q3 		$1K Hold
21
– – ﹤0.01% 897
2019
Q2 		$1K Hold
21
– – ﹤0.01% 774
2019
Q1 		$1K Buy
+21
New +$1.18K ﹤0.01% 816

Other funds holding OFIX

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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Orthofix Medical (OFIX) in Q1 2020, closing a stake of 21 shares.

Harvest Group Wealth Management first reported a position in OFIX in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 145 funds tracked by Wall St. Rank hold OFIX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Orthofix Medical position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 21 Orthofix Medical shares in Q1 2020.
  • Harvest Group Wealth Management first reported a position in Orthofix Medical in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Orthofix Medical position peaked at $1K in Q3 2019.
  • 145 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2020.

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