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Harvest Group Wealth Management’s Xperi XPER Stock Holding History

Harvest Group Wealth Management’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$863 Hold
79
– – ﹤0.01% 154
2022
Q4 		$680 Buy
79
+16
+25% +$183 ﹤0.01% 163
2022
Q3 		$1K Buy
+63
New +$1.54K ﹤0.01% 162

Other funds holding XPER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's XPER Position: Q1 2023 in Review

Harvest Group Wealth Management held its Xperi (XPER) position steady in Q1 2023 at 79 shares worth $863. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Harvest Group Wealth Management first reported a position in XPER in Q3 2022 and has held it in 3 quarters since. The position peaked at $1K in Q3 2022. 159 funds tracked by Wall St. Rank hold XPER as of Q1 2023.

  • Harvest Group Wealth Management held 79 shares of Xperi worth $863 as of Q1 2023.
  • Harvest Group Wealth Management left its Xperi share count unchanged in Q1 2023.
  • Xperi made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #154 holding.
  • Harvest Group Wealth Management first reported a position in Xperi in Q3 2022 and has held it in 3 quarters since.
  • Harvest Group Wealth Management's Xperi position peaked at $1K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Xperi as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.