AWA
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Arkadios Wealth Advisors’s Cabot Corp CBT Stock Holding History

Arkadios Wealth Advisors’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$20K – 756
2021
Q3 		$20K Hold
400
– – ﹤0.01% 1208
2021
Q2 		$22K Buy
+400
New +$23.5K ﹤0.01% 1234
2020
Q2 		– Sell
-3
Closed -$78 – 975
2020
Q1 		$78 Buy
+3
New +$114 ﹤0.01% 1154

Other funds holding CBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Arkadios Wealth Advisors's CBT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Cabot Corp (CBT) in Q4 2021, closing a stake of 400 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in CBT in Q1 2020 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 273 funds tracked by Wall St. Rank hold CBT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Cabot Corp position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 400 Cabot Corp shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in Cabot Corp in Q1 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Cabot Corp position peaked at $22K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.