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Harvest Group Wealth Management’s Ring Energy REI Stock Holding History

Harvest Group Wealth Management’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,544
Closed -$4K – 902
2019
Q4 		$4K Buy
+1,544
New +$3.03K ﹤0.01% 448

Other funds holding REI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
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 REI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Ring Energy (REI) in Q1 2020, closing a stake of 1,544 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in REI in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 97 funds tracked by Wall St. Rank hold REI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Ring Energy position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,544 Ring Energy shares in Q1 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Ring Energy in Q4 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Ring Energy position peaked at $4K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Ring Energy as of Q1 2020.

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