ACA
CARV

Atlas Capital Advisors’s Carver Bancorp CARV Stock Holding History

Atlas Capital Advisors’s Portfolio CARV Stock Details CARV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,417
Closed -$2.79K – 901
2023
Q4 		$2.79K Hold
1,417
– – ﹤0.01% 815
2023
Q3 		$3.07K Hold
1,417
– – ﹤0.01% 786
2023
Q2 		$3.83K Hold
1,417
– – ﹤0.01% 800
2023
Q1 		$5.65K Hold
1,417
– – ﹤0.01% 789
2022
Q4 		$5.82K Hold
1,417
– – ﹤0.01% 775
2022
Q3 		$5.67K Hold
1,417
– – ﹤0.01% 762
2022
Q2 		$8.16K Hold
1,417
– – ﹤0.01% 776
2022
Q1 		$9.92K Hold
1,417
– – ﹤0.01% 707
2021
Q4 		$12.1K Hold
1,417
– – ﹤0.01% 693
2021
Q3 		$25.2K Hold
1,417
– – ﹤0.01% 614
2021
Q2 		$14.5K Hold
1,417
– – ﹤0.01% 689
2021
Q1 		$12.9K Hold
1,417
– – ﹤0.01% 644
2020
Q4 		$9.2K Buy
+1,417
New +$9.59K ﹤0.01% 598
2020
Q3 		– Sell
-1,417
Closed -$8.8K – 356
2020
Q2 		$8.8K Buy
+1,417
New +$4.14K ﹤0.01% 614

Other funds holding CARV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AE
American Express New York $880M AUM 23.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Atlas Capital Advisors's CARV Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Carver Bancorp (CARV) in Q1 2024, closing a stake of 1,417 shares — an estimated $2.79K sold.

Atlas Capital Advisors first reported a position in CARV in Q2 2020 and held it in 14 quarters. The position peaked at $25.2K in Q3 2021. 19 funds tracked by Wall St. Rank hold CARV as of Q1 2024.

  • Atlas Capital Advisors reported no remaining Carver Bancorp position as of Q1 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,417 Carver Bancorp shares in Q1 2024, an estimated $2.79K.
  • Atlas Capital Advisors first reported a position in Carver Bancorp in Q2 2020 and held it in 14 quarters.
  • Atlas Capital Advisors's Carver Bancorp position peaked at $25.2K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Carver Bancorp as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.