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Harvest Group Wealth Management’s Scansource SCSC Stock Holding History

Harvest Group Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-45
Closed -$1K – 933
2019
Q4 		$1K Hold
45
– – ﹤0.01% 851
2019
Q3 		$1K Buy
+45
New +$1.4K ﹤0.01% 914
2019
Q2 		– Sell
-56
Closed -$2K – 987
2019
Q1 		$2K Buy
+56
New +$2.09K ﹤0.01% 672

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harvest Group Wealth Management's SCSC Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Scansource (SCSC) in Q1 2020, closing a stake of 45 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SCSC in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 143 funds tracked by Wall St. Rank hold SCSC as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Scansource position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 45 Scansource shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Scansource in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Scansource position peaked at $2K in Q1 2019.
  • 143 funds tracked by Wall St. Rank held Scansource as of Q1 2020.

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