HGWM
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Harvest Group Wealth Management’s SandRidge Energy SD Stock Holding History

Harvest Group Wealth Management’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$852 – 201
2022
Q4 		$852 Sell
50
-49
-49% -$917 ﹤0.01% 153
2022
Q3 		$2K Sell
99
-11
-10% -$199 ﹤0.01% 123
2022
Q2 		$2K Buy
+110
New +$2.2K ﹤0.01% 135

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Harvest Group Wealth Management's SD Position: Q1 2023 in Review

Harvest Group Wealth Management sold out of SandRidge Energy (SD) in Q1 2023, closing a stake of 50 shares — an estimated $852 sold.

Harvest Group Wealth Management first reported a position in SD in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 136 funds tracked by Wall St. Rank hold SD as of Q1 2023.

  • Harvest Group Wealth Management reported no remaining SandRidge Energy position as of Q1 2023 after selling out during the quarter.
  • Harvest Group Wealth Management sold 50 SandRidge Energy shares in Q1 2023, an estimated $852.
  • Harvest Group Wealth Management first reported a position in SandRidge Energy in Q2 2022 and held it in 3 quarters.
  • Harvest Group Wealth Management's SandRidge Energy position peaked at $2K in Q3 2022.
  • 136 funds tracked by Wall St. Rank held SandRidge Energy as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.