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Harvest Group Wealth Management’s Twin Disc TWIN Stock Holding History

Harvest Group Wealth Management’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$144 Hold
15
– – ﹤0.01% 183
2022
Q4 		$146 Hold
15
– – ﹤0.01% 183
2022
Q3 		$0 Hold
15
– – ﹤0.01% 204
2022
Q2 		$0 Buy
+15
New +$183 ﹤0.01% 213

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Harvest Group Wealth Management held its Twin Disc (TWIN) position steady in Q1 2023 at 15 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Harvest Group Wealth Management first reported a position in TWIN in Q2 2022 and has held it in 4 quarters since. The position peaked at $146 in Q4 2022. 45 funds tracked by Wall St. Rank hold TWIN as of Q1 2023.

  • Harvest Group Wealth Management held 15 shares of Twin Disc worth $144 as of Q1 2023.
  • Harvest Group Wealth Management left its Twin Disc share count unchanged in Q1 2023.
  • Twin Disc made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #183 holding.
  • Harvest Group Wealth Management first reported a position in Twin Disc in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Twin Disc position peaked at $146 in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Twin Disc as of Q1 2023.

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