Bank of the West’s Carriage Services CSV Stock Holding History

Bank of the West’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 Q1	–	Sell	-3,105	Closed	-$200K	–	217
2021 Q4	$200K	Buy	+3,105	New	+$161K	0.02%	219

Other funds holding CSV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of the West's CSV Position: Q1 2022 in Review

Bank of the West sold out of Carriage Services (CSV) in Q1 2022, closing a stake of 3,105 shares — an estimated $200K sold.

Bank of the West first reported a position in CSV in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 154 funds tracked by Wall St. Rank hold CSV as of Q1 2022.

Bank of the West reported no remaining Carriage Services position as of Q1 2022 after selling out during the quarter.
Bank of the West sold 3,105 Carriage Services shares in Q1 2022, an estimated $200K.
Bank of the West first reported a position in Carriage Services in Q4 2021 and held it in 1 quarter.
Bank of the West's Carriage Services position peaked at $200K in Q4 2021.
154 funds tracked by Wall St. Rank held Carriage Services as of Q1 2022.

Based on Bank of the West's 13F filing for Q1 2022, filed 22 Apr 2022.