Harvest Group Wealth Management’s ExxonMobil XOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$41K	–	736
2020 Q4	$41K	Buy	1,000 +200	+25%	+$7.5K	0.02%	114
2020 Q3	$27K	Buy	+800	New	+$32.7K	0.02%	144

Other funds holding XOM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of ExxonMobil (XOM) in Q1 2021, closing a stake of 11,819 shares — an estimated $487K sold.

Harvest Group Wealth Management first reported a position in XOM in Q4 2017 and held it in 13 quarters. The position peaked at $2.19M in Q4 2017. 2,699 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

Harvest Group Wealth Management reported no remaining ExxonMobil position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 11,819 ExxonMobil shares in Q1 2021, an estimated $487K.
Harvest Group Wealth Management first reported a position in ExxonMobil in Q4 2017 and held it in 13 quarters.
Harvest Group Wealth Management's ExxonMobil position peaked at $2.19M in Q4 2017.
2,699 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

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