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Wetzel Investment Advisors’s Harley-Davidson HOG Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-17
Closed -$744 – 447
2024
Q2 		$744 Sell
17
-188
-92% -$6.83K ﹤0.01% 839
2024
Q1 		$7.75K Sell
205
-27
-12% -$998 ﹤0.01% 585
2023
Q4 		$9K Buy
+232
New +$7.15K 0.01% 549

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 $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wetzel Investment Advisors's HOG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Harley-Davidson (HOG) in Q3 2024, closing a stake of 17 shares — an estimated $744 sold.

Wetzel Investment Advisors first reported a position in HOG in Q4 2023 and held it in 3 quarters. The position peaked at $9K in Q4 2023. 419 funds tracked by Wall St. Rank hold HOG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Harley-Davidson position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 17 Harley-Davidson shares in Q3 2024, an estimated $744.
  • Wetzel Investment Advisors first reported a position in Harley-Davidson in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Harley-Davidson position peaked at $9K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.