HGWM
TBI

Harvest Group Wealth Management’s Trueblue TBI Stock Holding History

Harvest Group Wealth Management’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11
Closed – – 827
2020
Q1 		$0 Buy
+11
New +$197 ﹤0.01% 971
2019
Q3 		– Sell
-66
Closed -$1K – 1126
2019
Q2 		$1K Buy
66
+21
+47% +$487 ﹤0.01% 814
2019
Q1 		$1K Buy
+45
New +$1.05K ﹤0.01% 850

Other funds holding TBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Trueblue (TBI) in Q2 2020, closing a stake of 11 shares.

Harvest Group Wealth Management first reported a position in TBI in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 160 funds tracked by Wall St. Rank hold TBI as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Trueblue position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Trueblue shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Trueblue in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Trueblue position peaked at $1K in Q2 2019.
  • 160 funds tracked by Wall St. Rank held Trueblue as of Q2 2020.

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