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C.M. Bidwell & Associates’s Carriage Services CSV Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-55
Closed -$2K – 505
2022
Q3 		$2K Hold
55
– – ﹤0.01% 415
2022
Q2 		$2K Hold
55
– – ﹤0.01% 429
2022
Q1 		$3K Sell
55
-25
-31% -$1.32K ﹤0.01% 439
2021
Q4 		$5K Buy
+80
New +$4.14K ﹤0.01% 429

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

C.M. Bidwell & Associates's CSV Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of Carriage Services (CSV) in Q4 2022, closing a stake of 55 shares — an estimated $2K sold.

C.M. Bidwell & Associates first reported a position in CSV in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 121 funds tracked by Wall St. Rank hold CSV as of Q4 2022.

  • C.M. Bidwell & Associates reported no remaining Carriage Services position as of Q4 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 55 Carriage Services shares in Q4 2022, an estimated $2K.
  • C.M. Bidwell & Associates first reported a position in Carriage Services in Q4 2021 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Carriage Services position peaked at $5K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Carriage Services as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.