HWM
HCDI

HighMark Wealth Management’s Harbor Custom Development, Inc. Common Stock HCDI Stock Holding History

HighMark Wealth Management’s Portfolio HCDI Stock Details HCDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-75
Closed -$8K – 490
2020
Q3 		$8K Buy
+75
New +$8.59K 0.01% 261

Other funds holding HCDI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighMark Wealth Management's HCDI Position: Q4 2020 in Review

HighMark Wealth Management sold out of Harbor Custom Development, Inc. Common Stock (HCDI) in Q4 2020, closing a stake of 75 shares — an estimated $8K sold.

HighMark Wealth Management first reported a position in HCDI in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 8 funds tracked by Wall St. Rank hold HCDI as of Q4 2020.

  • HighMark Wealth Management reported no remaining Harbor Custom Development, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 75 Harbor Custom Development, Inc. Common Stock shares in Q4 2020, an estimated $8K.
  • HighMark Wealth Management first reported a position in Harbor Custom Development, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • HighMark Wealth Management's Harbor Custom Development, Inc. Common Stock position peaked at $8K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. Common Stock as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.