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Harvest Group Wealth Management’s Gibraltar Industries ROCK Stock Holding History

Harvest Group Wealth Management’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8
Closed -$1K – 559
2020
Q4 		$1K Hold
8
– – ﹤0.01% 537
2020
Q3 		$1K Hold
8
– – ﹤0.01% 503
2020
Q2 		$0 Hold
8
– – ﹤0.01% 786
2020
Q1 		$0 Sell
8
-52
-87% -$2.6K ﹤0.01% 912
2019
Q4 		$3K Hold
60
– – ﹤0.01% 529
2019
Q3 		$3K Hold
60
– – ﹤0.01% 588
2019
Q2 		$2K Hold
60
– – ﹤0.01% 595
2019
Q1 		$2K Buy
+60
New +$2.29K ﹤0.01% 668

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Gibraltar Industries (ROCK) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in ROCK in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 230 funds tracked by Wall St. Rank hold ROCK as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Gibraltar Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 Gibraltar Industries shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Gibraltar Industries in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Gibraltar Industries position peaked at $3K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2021.

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