AIA
CCRD

Alera Investment Advisors’s CoreCard CCRD Stock Holding History

Alera Investment Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$3K – 234
2019
Q1 		$3K Hold
100
– – ﹤0.01% 718
2018
Q4 		$1K Buy
+100
New +$1.18K ﹤0.01% 861

Other funds holding CCRD

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's CCRD Position: Q2 2019 in Review

Alera Investment Advisors sold out of CoreCard (CCRD) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in CCRD in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 48 funds tracked by Wall St. Rank hold CCRD as of Q2 2019.

  • Alera Investment Advisors reported no remaining CoreCard position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 100 CoreCard shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in CoreCard in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's CoreCard position peaked at $3K in Q1 2019.
  • 48 funds tracked by Wall St. Rank held CoreCard as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.