TRUE Private Wealth Advisors’s Harley-Davidson HOG Stock Holding History

TRUE Private 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	-171	Closed	-$6K	–	440
2020 Q4	$6K	Hold	171	–	–	﹤0.01%	589
2020 Q3	$4K	Hold	171	–	–	﹤0.01%	580
2020 Q2	$4K	Hold	171	–	–	﹤0.01%	581
2020 Q1	$3K	Hold	171	–	–	﹤0.01%	573
2019 Q4	$6K	Buy	+171	New	+$6.37K	﹤0.01%	651
2019 Q3	–	Sell	-171	Closed	-$6K	–	444
2019 Q2	$6K	Buy	+171	New	+$6.22K	﹤0.01%	606
2018 Q4	–	Sell	-171	Closed	-$7.75K	–	544
2018 Q3	$7.75K	Buy	+171	New	+$7.42K	﹤0.01%	804

Other funds holding HOG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's HOG Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Harley-Davidson (HOG) in Q1 2021, closing a stake of 171 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in HOG in Q3 2018 and held it in 7 quarters. The position peaked at $7.75K in Q3 2018. 419 funds tracked by Wall St. Rank hold HOG as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Harley-Davidson position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 171 Harley-Davidson shares in Q1 2021, an estimated $6K.
TRUE Private Wealth Advisors first reported a position in Harley-Davidson in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Harley-Davidson position peaked at $7.75K in Q3 2018.
419 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2021.

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