HWA
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Heritage Wealth Advisors’s Harley-Davidson HOG Stock Holding History

Heritage Wealth Advisors’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-250
Closed -$9K – 577
2020
Q4 		$9K Buy
+250
New +$8.58K ﹤0.01% 459

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's HOG Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Harley-Davidson (HOG) in Q1 2021, closing a stake of 250 shares — an estimated $9K sold.

Heritage Wealth Advisors first reported a position in HOG in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 419 funds tracked by Wall St. Rank hold HOG as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Harley-Davidson position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 250 Harley-Davidson shares in Q1 2021, an estimated $9K.
  • Heritage Wealth Advisors first reported a position in Harley-Davidson in Q4 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's Harley-Davidson position peaked at $9K in Q4 2020.
  • 419 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.