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River Wealth Advisors’s Harley-Davidson HOG Stock Holding History

River 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
2019
Q1 		– Sell
-126
Closed -$4K – 292
2018
Q4 		$4K Sell
126
-56
-31% -$2.2K ﹤0.01% 479
2018
Q3 		$8K Sell
182
-100
-35% -$4.34K ﹤0.01% 468
2018
Q2 		$12K Buy
+282
New +$11.9K ﹤0.01% 428

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

River Wealth Advisors's HOG Position: Q1 2019 in Review

River Wealth Advisors sold out of Harley-Davidson (HOG) in Q1 2019, closing a stake of 126 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in HOG in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 470 funds tracked by Wall St. Rank hold HOG as of Q1 2019.

  • River Wealth Advisors reported no remaining Harley-Davidson position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 126 Harley-Davidson shares in Q1 2019, an estimated $4K.
  • River Wealth Advisors first reported a position in Harley-Davidson in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Harley-Davidson position peaked at $12K in Q2 2018.
  • 470 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.