HGWM
PSB

Harvest Group Wealth Management’s PS Business Parks, Inc. PSB Stock Holding History

Harvest Group Wealth Management’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed -$1K – 793
2020
Q4 		$1K Hold
9
– – ﹤0.01% 609
2020
Q3 		$1K Hold
9
– – ﹤0.01% 555
2020
Q2 		$1K Sell
9
-14
-61% -$1.8K ﹤0.01% 451
2020
Q1 		$3K Buy
23
+9
+64% +$1.4K ﹤0.01% 297
2019
Q4 		$2K Hold
14
– – ﹤0.01% 688
2019
Q3 		$3K Buy
+14
New +$2.47K ﹤0.01% 617

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of PS Business Parks, Inc. (PSB) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PSB in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2020. 209 funds tracked by Wall St. Rank hold PSB as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining PS Business Parks, Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 9 PS Business Parks, Inc. shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in PS Business Parks, Inc. in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's PS Business Parks, Inc. position peaked at $3K in Q1 2020.
  • 209 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q1 2021.

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