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Harvest Group Wealth Management’s Southside Bancshares SBSI Stock Holding History

Harvest Group Wealth Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6
Closed – – 795
2020
Q1 		$0 Sell
6
-55
-90% -$1.86K ﹤0.01% 929
2019
Q4 		$2K Hold
61
– – ﹤0.01% 665
2019
Q3 		$2K Hold
61
– – ﹤0.01% 761
2019
Q2 		$1K Hold
61
– – ﹤0.01% 800
2019
Q1 		$2K Buy
+61
New +$2.07K ﹤0.01% 670

Other funds holding SBSI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Harvest Group Wealth Management's SBSI Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Southside Bancshares (SBSI) in Q2 2020, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in SBSI in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 127 funds tracked by Wall St. Rank hold SBSI as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Southside Bancshares position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Southside Bancshares shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Southside Bancshares in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Southside Bancshares position peaked at $2K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.