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Capital Performance Advisors’s Carriage Services CSV Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-58
Closed -$1.9K – 756
2024
Q3 		$1.9K Buy
+58
New +$1.79K ﹤0.01% 1590

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Performance Advisors's CSV Position: Q4 2024 in Review

Capital Performance Advisors sold out of Carriage Services (CSV) in Q4 2024, closing a stake of 58 shares — an estimated $1.9K sold.

Capital Performance Advisors first reported a position in CSV in Q3 2024 and held it in 1 quarter. The position peaked at $1.9K in Q3 2024. 153 funds tracked by Wall St. Rank hold CSV as of Q4 2024.

  • Capital Performance Advisors reported no remaining Carriage Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 58 Carriage Services shares in Q4 2024, an estimated $1.9K.
  • Capital Performance Advisors first reported a position in Carriage Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Carriage Services position peaked at $1.9K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Carriage Services as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.