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Harvest Group Wealth Management’s ONE Gas OGS Stock Holding History

Harvest Group Wealth Management’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4
Closed – – 798
2020
Q3 		$0 Hold
4
– – ﹤0.01% 757
2020
Q2 		$0 Hold
4
– – ﹤0.01% 747
2020
Q1 		$0 Sell
4
-40
-91% -$3.54K ﹤0.01% 849
2019
Q4 		$4K Hold
44
– – ﹤0.01% 444
2019
Q3 		$4K Hold
44
– – ﹤0.01% 489
2019
Q2 		$3K Hold
44
– – ﹤0.01% 466
2019
Q1 		$4K Buy
+44
New +$3.7K ﹤0.01% 440

Other funds holding OGS

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of ONE Gas (OGS) in Q4 2020, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in OGS in Q1 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2019. 311 funds tracked by Wall St. Rank hold OGS as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining ONE Gas position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 ONE Gas shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in ONE Gas in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's ONE Gas position peaked at $4K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held ONE Gas as of Q4 2020.

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