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WealthPLAN Partners’s Harley-Davidson HOG Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-192
Closed -$6.76K – 656
2023
Q2 		$6.76K Sell
192
-30
-14% -$1.05K ﹤0.01% 858
2023
Q1 		$8.44K Buy
+222
New +$9.76K ﹤0.01% 902
2017
Q2 		– Sell
-50
Closed -$3K – 285
2017
Q1 		$3K Buy
+50
New +$2.94K 0.01% 388
2016
Q3 		$12.7K Sell
251
-247
-50% -$12.8K ﹤0.01% 561
2016
Q2 		$11.3K Buy
+498
New +$22.9K ﹤0.01% 1687
2015
Q4 		$22.2K Buy
+1,361
New +$67K ﹤0.01% 884
2015
Q2 		$23K Sell
409
-97
-19% -$5.55K 0.01% 242
2015
Q1 		$30K Buy
+506
New +$31.8K 0.01% 284

Other funds holding HOG

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's HOG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Harley-Davidson (HOG) in Q3 2023, closing a stake of 192 shares — an estimated $6.76K sold.

WealthPLAN Partners first reported a position in HOG in Q1 2015 and held it in 8 quarters. The position peaked at $30K in Q1 2015. 415 funds tracked by Wall St. Rank hold HOG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Harley-Davidson position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 192 Harley-Davidson shares in Q3 2023, an estimated $6.76K.
  • WealthPLAN Partners first reported a position in Harley-Davidson in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Harley-Davidson position peaked at $30K in Q1 2015.
  • 415 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.