WCG Wealth Advisors LLC Has $5.49 Million Stock Position in Harbor Long-Term Growers ETF $WINN

WCG Wealth Advisors LLC increased its holdings in shares of Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 55.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 176,621 shares of the company’s stock after buying an additional 62,978 shares during the quarter. WCG Wealth Advisors LLC owned 0.50% of Harbor Long-Term Growers ETF worth $5,494,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in WINN. Jones Financial Companies Lllp increased its holdings in Harbor Long-Term Growers ETF by 124.5% in the third quarter. Jones Financial Companies Lllp now owns 1,235 shares of the company’s stock worth $38,000 after buying an additional 685 shares during the last quarter. JPMorgan Chase & Co. bought a new position in shares of Harbor Long-Term Growers ETF in the third quarter worth about $96,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Harbor Long-Term Growers ETF by 16.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,279 shares of the company’s stock worth $96,000 after buying an additional 454 shares during the last quarter. SpringVest Wealth Management LLC raised its stake in Harbor Long-Term Growers ETF by 16.1% during the 4th quarter. SpringVest Wealth Management LLC now owns 7,552 shares of the company’s stock valued at $235,000 after purchasing an additional 1,048 shares during the last quarter. Finally, Savvy Advisors Inc. bought a new stake in shares of Harbor Long-Term Growers ETF in the fourth quarter valued at about $259,000. 81.36% of the stock is owned by hedge funds and other institutional investors.

Harbor Long-Term Growers ETF Price Performance

WINN opened at $33.37 on Friday. The company has a market capitalization of $1.16 billion, a P/E ratio of -107.65 and a beta of 1.23. The firm’s fifty day moving average price is $31.10 and its two-hundred day moving average price is $30.60. Harbor Long-Term Growers ETF has a fifty-two week low of $26.62 and a fifty-two week high of $34.12.

Harbor Long-Term Growers ETF Profile

The Harbor Long-Term Growers ETF (WINN) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of large- and mid-cap US stocks that have above-average prospects for long-term growth. Securities are selected using a proprietary combination of bottom-up, fundamental research and systematic portfolio construction. WINN was launched on Feb 2, 2022 and is managed by Harbor.