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Harvest Group Wealth Management’s Visteon VC Stock Holding History

Harvest Group Wealth Management’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-44
Closed -$3K – 1017
2019
Q4 		$3K Hold
44
– – ﹤0.01% 545
2019
Q3 		$4K Buy
+44
New +$2.94K ﹤0.01% 504
2019
Q2 		– Sell
-15
Closed -$1K – 1010
2019
Q1 		$1K Buy
+15
New +$1.13K ﹤0.01% 859

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's VC Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Visteon (VC) in Q1 2020, closing a stake of 44 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in VC in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 194 funds tracked by Wall St. Rank hold VC as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Visteon position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 44 Visteon shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Visteon in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Visteon position peaked at $4K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held Visteon as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.