HGWM
THS

Harvest Group Wealth Management’s Treehouse Foods THS Stock Holding History

Harvest Group Wealth Management’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-35
Closed -$1K – 648
2020
Q4 		$1K Buy
35
+23
+192% +$935 ﹤0.01% 564
2020
Q3 		$0 Buy
12
+8
+200% +$340 ﹤0.01% 821
2020
Q2 		$0 Hold
4
– – ﹤0.01% 837
2020
Q1 		$0 Sell
4
-23
-85% -$991 ﹤0.01% 985
2019
Q4 		$1K Hold
27
– – ﹤0.01% 876
2019
Q3 		$1K Hold
27
– – ﹤0.01% 931
2019
Q2 		$1K Hold
27
– – ﹤0.01% 820
2019
Q1 		$2K Buy
+27
New +$1.59K ﹤0.01% 684

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Treehouse Foods (THS) in Q1 2021, closing a stake of 35 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in THS in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q1 2019. 256 funds tracked by Wall St. Rank hold THS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Treehouse Foods position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 35 Treehouse Foods shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Treehouse Foods in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Treehouse Foods position peaked at $2K in Q1 2019.
  • 256 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2021.

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