Harvest Group Wealth Management’s Smith & Nephew SNN Stock Holding History

Harvest Group Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-590	Closed	-$25K	–	608
2020 Q4	$25K	Hold	590	–	–	0.01%	156
2020 Q3	$23K	Hold	590	–	–	0.02%	160
2020 Q2	$22K	Buy	590 +180	+44%	+$7.13K	0.02%	152
2020 Q1	$14K	Hold	410	–	–	0.01%	174
2019 Q4	$19K	Hold	410	–	–	0.02%	165
2019 Q3	$20K	Hold	410	–	–	0.02%	163
2019 Q2	$17K	Buy	410 +47	+13%	+$1.95K	0.02%	171
2019 Q1	$15K	Buy	+363	New	+$13.9K	0.01%	191

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Smith & Nephew (SNN) in Q1 2021, closing a stake of 590 shares — an estimated $25K sold.

Harvest Group Wealth Management first reported a position in SNN in Q1 2019 and held it in 8 quarters. The position peaked at $25K in Q4 2020. 237 funds tracked by Wall St. Rank hold SNN as of Q1 2021.

Harvest Group Wealth Management reported no remaining Smith & Nephew position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 590 Smith & Nephew shares in Q1 2021, an estimated $25K.
Harvest Group Wealth Management first reported a position in Smith & Nephew in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Smith & Nephew position peaked at $25K in Q4 2020.
237 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2021.

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