Harvest Group Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-144	Closed	-$3K	–	882
2020 Q1	$3K	Buy	144 +2	+1%	+$55	﹤0.01%	295
2019 Q4	$4K	Hold	142	–	–	﹤0.01%	465
2019 Q3	$4K	Buy	+142	New	+$4.09K	﹤0.01%	509

Other funds holding XLB

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Harvest Group Wealth Management's XLB Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2020, closing a stake of 144 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in XLB in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 437 funds tracked by Wall St. Rank hold XLB as of Q2 2020.

Harvest Group Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 144 State Street Materials Select Sector SPDR ETF shares in Q2 2020, an estimated $3K.
Harvest Group Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
Harvest Group Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $4K in Q4 2019.
437 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.