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

Ropes 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	-76	Closed	-$3K	–	472
2020 Q4	$3K	Buy	+76	New	+$2.61K	﹤0.01%	605
2019 Q4	–	Sell	-2	Closed	–	–	543
2019 Q3	$0	Hold	2	–	–	﹤0.01%	568
2019 Q2	$0	Hold	2	–	–	﹤0.01%	567
2019 Q1	$0	Hold	2	–	–	﹤0.01%	521
2018 Q4	$0	Hold	2	–	–	﹤0.01%	512
2018 Q3	$0	Buy	+2	New	+$87	﹤0.01%	557
2018 Q2	–	Sell	-10	Closed	–	–	580
2018 Q1	$0	Buy	+10	New	+$479	﹤0.01%	666

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Harley-Davidson (HOG) in Q1 2021, closing a stake of 76 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in HOG in Q1 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2020. 421 funds tracked by Wall St. Rank hold HOG as of Q1 2021.

Ropes Wealth Advisors reported no remaining Harley-Davidson position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 76 Harley-Davidson shares in Q1 2021, an estimated $3K.
Ropes Wealth Advisors first reported a position in Harley-Davidson in Q1 2018 and held it in 7 quarters.
Ropes Wealth Advisors's Harley-Davidson position peaked at $3K in Q4 2020.
421 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.