Harvest Group Wealth Management’s Westamerica Bancorp WABC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-24	Closed	-$1K	–	707
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	582
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	535
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	436
2020 Q1	$1K	Sell	24 -58	-71%	-$3.6K	﹤0.01%	448
2019 Q4	$5K	Hold	82	–	–	﹤0.01%	392
2019 Q3	$5K	Hold	82	–	–	0.01%	434
2019 Q2	$5K	Hold	82	–	–	0.01%	366
2019 Q1	$5K	Buy	+82	New	+$5.08K	﹤0.01%	401

Other funds holding WABC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Harvest Group Wealth Management sold out of Westamerica Bancorp (WABC) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in WABC in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 165 funds tracked by Wall St. Rank hold WABC as of Q1 2021.

Harvest Group Wealth Management reported no remaining Westamerica Bancorp position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 24 Westamerica Bancorp shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Westamerica Bancorp in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Westamerica Bancorp position peaked at $5K in Q4 2019.
165 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2021.

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