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Harvest Group Wealth Management’s RBC Bearings RBC Stock Holding History

Harvest Group Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4
Closed – – 821
2020
Q3 		$0 Hold
4
– – ﹤0.01% 781
2020
Q2 		$0 Sell
4
-3
-43% -$383 ﹤0.01% 778
2020
Q1 		$0 Sell
7
-27
-79% -$4.18K ﹤0.01% 900
2019
Q4 		$5K Sell
34
-6
-15% -$970 ﹤0.01% 383
2019
Q3 		$7K Sell
40
-11
-22% -$1.78K 0.01% 322
2019
Q2 		$8K Sell
51
-8
-14% -$1.13K 0.01% 255
2019
Q1 		$8K Buy
+59
New +$7.92K 0.01% 293

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of RBC Bearings (RBC) in Q4 2020, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in RBC in Q1 2019 and held it in 7 quarters. The position peaked at $8K in Q2 2019. 235 funds tracked by Wall St. Rank hold RBC as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining RBC Bearings position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 RBC Bearings shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in RBC Bearings in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's RBC Bearings position peaked at $8K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2020.

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