HGWM
SHEN icon

Harvest Group Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

Harvest Group Wealth Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-31
Closed -$1K – 594
2020
Q4 		$1K Hold
31
– – ﹤0.01% 543
2020
Q3 		$1K Hold
31
– – ﹤0.01% 509
2020
Q2 		$1K Hold
31
– – ﹤0.01% 415
2020
Q1 		$1K Sell
31
-42
-58% -$1.87K ﹤0.01% 429
2019
Q4 		$3K Buy
+73
New +$2.58K ﹤0.01% 534

Other funds holding SHEN

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Harvest Group Wealth Management sold out of Shenandoah Telecom (SHEN) in Q1 2021, closing a stake of 31 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SHEN in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 150 funds tracked by Wall St. Rank hold SHEN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Shenandoah Telecom position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 31 Shenandoah Telecom shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Shenandoah Telecom in Q4 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Shenandoah Telecom position peaked at $3K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2021.

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