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Harmonic shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Harmonic (HLIT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Harmonic

Tip: Access up to 7 years of quarterly data

All positions including Harmonic held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harmonic by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $605k 46k 13.04
2023-09-30 $571k 59k 9.63
2023-06-30 $659k 41k 16.17
2022-06-30 $31k 3.5k 8.74
2022-03-31 $36k 3.9k 9.31
2021-12-31 $9.0k 756 11.90
2021-09-30 $6.0k 723 8.30
2021-06-30 $4.0k 489 8.18
2021-03-31 $4.0k 489 8.18
2020-12-31 $999 195 5.13

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Harmonic

Vanguard Group
Wellington Management Company
Scopia Management
Ancora Advisors
Dimensional Fund Advisors
Alliancebernstein
Polar Securities
Leeward Investments, LLC - MA
Victory Capital Management
Alyeska Investment Group
Westfield Capital Management Company
Daniel D. Thurber
Wolf Hill Capital Management
Kennedy Capital Management
Colony Capital

View all funds holding Harmonic