HGWM
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Harvest Group Wealth Management’s Wabash National WNC Stock Holding History

Harvest Group Wealth Management’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-135
Closed -$2K – 1142
2019
Q2 		$2K Hold
135
– – ﹤0.01% 617
2019
Q1 		$2K Buy
+135
New +$1.91K ﹤0.01% 696

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Harvest Group Wealth Management's WNC Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Wabash National (WNC) in Q3 2019, closing a stake of 135 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WNC in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 200 funds tracked by Wall St. Rank hold WNC as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Wabash National position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 135 Wabash National shares in Q3 2019, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Wabash National in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Wabash National position peaked at $2K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held Wabash National as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.