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Harvest Group Wealth Management’s Oil States International OIS Stock Holding History

Harvest Group Wealth Management’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-71
Closed -$1K – 851
2019
Q4 		$1K Sell
71
-84
-54% -$1.28K ﹤0.01% 826
2019
Q3 		$2K Buy
155
+33
+27% +$475 ﹤0.01% 737
2019
Q2 		$2K Buy
+122
New +$2.19K ﹤0.01% 584

Other funds holding OIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Oil States International (OIS) in Q1 2020, closing a stake of 71 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in OIS in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 144 funds tracked by Wall St. Rank hold OIS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Oil States International position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 71 Oil States International shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Oil States International in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Oil States International position peaked at $2K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held Oil States International as of Q1 2020.

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