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Harvest Group Wealth Management’s PBF Energy PBF Stock Holding History

Harvest Group Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-44
Closed – – 808
2020
Q3 		$0 Hold
44
– – ﹤0.01% 767
2020
Q2 		$0 Buy
+44
New +$440 ﹤0.01% 760
2020
Q1 		– Sell
-92
Closed -$2K – 869
2019
Q4 		$2K Hold
92
– – ﹤0.01% 652
2019
Q3 		$3K Hold
92
– – ﹤0.01% 585
2019
Q2 		$2K Hold
92
– – ﹤0.01% 587
2019
Q1 		$3K Buy
+92
New +$3.09K ﹤0.01% 530

Other funds holding PBF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of PBF Energy (PBF) in Q4 2020, closing a stake of 44 shares.

Harvest Group Wealth Management first reported a position in PBF in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 197 funds tracked by Wall St. Rank hold PBF as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining PBF Energy position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 44 PBF Energy shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in PBF Energy in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's PBF Energy position peaked at $3K in Q3 2019.
  • 197 funds tracked by Wall St. Rank held PBF Energy as of Q4 2020.

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