AWM
CARO

Apollon Wealth Management’s Carolina Financial Corp. CARO Stock Holding History

Apollon Wealth Management’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,454
Closed -$86K – 109
2019
Q2 		$86K Buy
+2,454
New +$87.5K 0.1% 74

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Apollon Wealth Management's CARO Position: Q3 2019 in Review

Apollon Wealth Management sold out of Carolina Financial Corp. (CARO) in Q3 2019, closing a stake of 2,454 shares — an estimated $86K sold.

Apollon Wealth Management first reported a position in CARO in Q2 2019 and held it in 1 quarter. The position peaked at $86K in Q2 2019. 110 funds tracked by Wall St. Rank hold CARO as of Q3 2019.

  • Apollon Wealth Management reported no remaining Carolina Financial Corp. position as of Q3 2019 after selling out during the quarter.
  • Apollon Wealth Management sold 2,454 Carolina Financial Corp. shares in Q3 2019, an estimated $86K.
  • Apollon Wealth Management first reported a position in Carolina Financial Corp. in Q2 2019 and held it in 1 quarter.
  • Apollon Wealth Management's Carolina Financial Corp. position peaked at $86K in Q2 2019.
  • 110 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2019.

Based on Apollon Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.