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Ahrens Investment Partners’s Carriage Services CSV Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-106
Closed -$4K – 316
2022
Q2 		$4K Hold
106
– – ﹤0.01% 793
2022
Q1 		$6K Hold
106
– – ﹤0.01% 818
2021
Q4 		$7K Buy
+106
New +$5.49K ﹤0.01% 810

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ahrens Investment Partners's CSV Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Carriage Services (CSV) in Q3 2022, closing a stake of 106 shares — an estimated $4K sold.

Ahrens Investment Partners first reported a position in CSV in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 123 funds tracked by Wall St. Rank hold CSV as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Carriage Services position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 106 Carriage Services shares in Q3 2022, an estimated $4K.
  • Ahrens Investment Partners first reported a position in Carriage Services in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's Carriage Services position peaked at $7K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Carriage Services as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.