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Harvest Group Wealth Management’s Pennant Group PNTG Stock Holding History

Harvest Group Wealth Management’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12
Closed -$1K – 523
2020
Q4 		$1K Hold
12
– – ﹤0.01% 530
2020
Q3 		$0 Hold
12
– – ﹤0.01% 773
2020
Q2 		$0 Hold
12
– – ﹤0.01% 768
2020
Q1 		$0 Sell
12
-38
-76% -$962 ﹤0.01% 885
2019
Q4 		$1K Buy
+50
New +$1.15K ﹤0.01% 837

Other funds holding PNTG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's PNTG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Pennant Group (PNTG) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PNTG in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 165 funds tracked by Wall St. Rank hold PNTG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Pennant Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 12 Pennant Group shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Pennant Group in Q4 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Pennant Group position peaked at $1K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Pennant Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.