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Impact Partnership Wealth’s Harbor Long-Term Growers ETF WINN Stock Holding History

Impact Partnership Wealth’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-430
Closed -$10.1K – 694
2024
Q1 		$10.1K Buy
+430
New +$9.65K ﹤0.01% 450

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Corient Private Wealth
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GSAM
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TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's WINN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2024, closing a stake of 430 shares — an estimated $10.1K sold.

Impact Partnership Wealth first reported a position in WINN in Q1 2024 and held it in 1 quarter. The position peaked at $10.1K in Q1 2024. 66 funds tracked by Wall St. Rank hold WINN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Harbor Long-Term Growers ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 430 Harbor Long-Term Growers ETF shares in Q2 2024, an estimated $10.1K.
  • Impact Partnership Wealth first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and held it in 1 quarter.
  • Impact Partnership Wealth's Harbor Long-Term Growers ETF position peaked at $10.1K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.