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

SOA 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
2024 Q2	–	Sell	-50	Closed	-$2.19K	–	884
2024 Q1	$2.19K	Hold	50	–	–	﹤0.01%	701
2023 Q4	$1.84K	Hold	50	–	–	﹤0.01%	707
2023 Q3	$1.65K	Hold	50	–	–	﹤0.01%	732
2023 Q2	$1.76K	Sell	50 -3	-6%	-$105	﹤0.01%	737
2023 Q1	$2.01K	Hold	53	–	–	﹤0.01%	728
2022 Q4	$2.21K	Hold	53	–	–	﹤0.01%	726
2022 Q3	$1K	Hold	53	–	–	﹤0.01%	770
2022 Q2	$1K	Hold	53	–	–	﹤0.01%	756
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	799
2021 Q4	$1K	Hold	53	–	–	﹤0.01%	822
2021 Q3	$1K	Hold	53	–	–	﹤0.01%	839
2021 Q2	$2K	Sell	53 -155	-75%	-$7.19K	﹤0.01%	770
2021 Q1	$8K	Buy	208 +1	+0.5%	+$37	﹤0.01%	547
2020 Q4	$7K	Buy	+207	New	+$7.1K	﹤0.01%	564

Other funds holding HOG

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

HPM

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

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

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

BGC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JAM

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

SOA Wealth Advisors's HOG Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 50 shares — an estimated $2.19K sold.

SOA Wealth Advisors first reported a position in HOG in Q4 2020 and held it in 14 quarters. The position peaked at $8K in Q1 2021. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

SOA Wealth Advisors reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 50 Harley-Davidson shares in Q2 2024, an estimated $2.19K.
SOA Wealth Advisors first reported a position in Harley-Davidson in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Harley-Davidson position peaked at $8K in Q1 2021.
411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.