Campbell Newman Asset Management’s Carolina Financial Corp. CARO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-13,230
Closed -$342K 119
2020
Q1
$342K Sell
13,230
-663
-5% -$23.1K 0.06% 103
2019
Q4
$601K Buy
13,893
+116
+0.8% +$4.57K 0.08% 98
2019
Q3
$490K Sell
13,777
-88
-0.6% -$3.06K 0.07% 104
2019
Q2
$487K Buy
13,865
+1,029
+8% +$36.7K 0.07% 105
2019
Q1
$444K Buy
12,836
+395
+3% +$13.7K 0.07% 110
2018
Q4
$368K Buy
12,441
+1,439
+13% +$47.9K 0.06% 111
2018
Q3
$415K Buy
11,002
+675
+7% +$28K 0.06% 115
2018
Q2
$443K Buy
+10,327
New +$429K 0.07% 107

Campbell Newman Asset Management's CARO Position: Q2 2020 in Review

Campbell Newman Asset Management sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 13,230 shares — an estimated $342K sold.

Campbell Newman Asset Management first reported a position in CARO in Q2 2018 and held it in 8 quarters. The position peaked at $601K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • Campbell Newman Asset Management reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • Campbell Newman Asset Management sold 13,230 Carolina Financial Corp. shares in Q2 2020, an estimated $342K.
  • Campbell Newman Asset Management first reported a position in Carolina Financial Corp. in Q2 2018 and held it in 8 quarters.
  • Campbell Newman Asset Management's Carolina Financial Corp. position peaked at $601K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Campbell Newman Asset Management's 13F filing for Q2 2020, filed 27 Jul 2020.