ASN
CARE icon

Advisory Services Network’s Carter Bankshares CARE Stock Holding History

Advisory Services Network’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-158
Closed -$1.34K – 3339
2020
Q3 		$1K Buy
+158
New +$1.13K ﹤0.01% 3279

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Services Network's CARE Position: Q4 2020 in Review

Advisory Services Network sold out of Carter Bankshares (CARE) in Q4 2020, closing a stake of 158 shares — an estimated $1.34K sold.

Advisory Services Network first reported a position in CARE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 72 funds tracked by Wall St. Rank hold CARE as of Q4 2020.

  • Advisory Services Network reported no remaining Carter Bankshares position as of Q4 2020 after selling out during the quarter.
  • Advisory Services Network sold 158 Carter Bankshares shares in Q4 2020, an estimated $1.34K.
  • Advisory Services Network first reported a position in Carter Bankshares in Q3 2020 and held it in 1 quarter.
  • Advisory Services Network's Carter Bankshares position peaked at $1K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held Carter Bankshares as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.