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Advisornet Financial’s Carriage Services CSV Stock Holding History

Advisornet Financial’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,069
Closed -$63.2K – 2373
2023
Q1 		$63.2K Buy
2,069
+7
+0.3% +$222 0.01% 733
2022
Q4 		$56.8K Buy
2,062
+9
+0.4% +$245 0.01% 757
2022
Q3 		$66K Sell
2,053
-1,849
-47% -$69.1K 0.01% 770
2022
Q2 		$155K Buy
3,902
+10
+0.3% +$432 0.02% 558
2022
Q1 		$208K Sell
3,892
-132
-3% -$6.96K 0.01% 555
2021
Q4 		$259K Buy
+4,024
New +$208K 0.02% 545
2019
Q4 		– Sell
-1,000
Closed -$20K – 1871
2019
Q3 		$20K Buy
+1,000
New +$20.7K ﹤0.01% 1181

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Advisornet Financial's CSV Position: Q2 2023 in Review

Advisornet Financial sold out of Carriage Services (CSV) in Q2 2023, closing a stake of 2,069 shares — an estimated $63.2K sold.

Advisornet Financial first reported a position in CSV in Q3 2019 and held it in 7 quarters. The position peaked at $259K in Q4 2021. 116 funds tracked by Wall St. Rank hold CSV as of Q2 2023.

  • Advisornet Financial reported no remaining Carriage Services position as of Q2 2023 after selling out during the quarter.
  • Advisornet Financial sold 2,069 Carriage Services shares in Q2 2023, an estimated $63.2K.
  • Advisornet Financial first reported a position in Carriage Services in Q3 2019 and held it in 7 quarters.
  • Advisornet Financial's Carriage Services position peaked at $259K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Carriage Services as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.