MWM
HCDI

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

Mattern 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
2023
Q1 		– Sell
-2,500
Closed -$18.5K – 178
2022
Q4 		$18.5K Hold
2,500
– – 0.01% 162
2022
Q3 		$44K Buy
+2,500
New +$62.2K 0.02% 157

Other funds holding HCDI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mattern Wealth Management's HCDI Position: Q1 2023 in Review

Mattern Wealth Management sold out of Harbor Custom Development, Inc. Common Stock (HCDI) in Q1 2023, closing a stake of 2,500 shares — an estimated $18.5K sold.

Mattern Wealth Management first reported a position in HCDI in Q3 2022 and held it in 2 quarters. The position peaked at $44K in Q3 2022. 7 funds tracked by Wall St. Rank hold HCDI as of Q1 2023.

  • Mattern Wealth Management reported no remaining Harbor Custom Development, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Mattern Wealth Management sold 2,500 Harbor Custom Development, Inc. Common Stock shares in Q1 2023, an estimated $18.5K.
  • Mattern Wealth Management first reported a position in Harbor Custom Development, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Mattern Wealth Management's Harbor Custom Development, Inc. Common Stock position peaked at $44K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Harbor Custom Development, Inc. Common Stock as of Q1 2023.

Based on Mattern Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.