Carolina Wealth Advisors’s Dime Commercial Bancshares DCOM Stock Holding History

Carolina Wealth Advisors’s Portfolio DCOM Stock Details DCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-31,063	Closed	-$620K	–	254
2023 Q3	$620K	Buy	31,063 +1,797	+6%	+$37.5K	0.35%	34
2023 Q2	$516K	Buy	29,266 +15,163	+108%	+$282K	0.31%	43
2023 Q1	$320K	Buy	14,103 +2,089	+17%	+$61.5K	0.19%	66
2022 Q4	$382K	Buy	12,014 +1,344	+13%	+$44.3K	0.24%	53
2022 Q3	$312K	Buy	10,670 +1,058	+11%	+$33.7K	0.24%	48
2022 Q2	$285K	Buy	9,612 +1,595	+20%	+$50.7K	0.19%	62
2022 Q1	$277K	Buy	8,017 +663	+9%	+$23.1K	0.18%	61
2021 Q4	$259K	Buy	7,354 +1,700	+30%	+$59.8K	0.15%	57
2021 Q3	$185K	Buy	5,654 +963	+21%	+$31.2K	0.12%	68
2021 Q2	$158K	Buy	4,691 +1,037	+28%	+$34.9K	0.11%	64
2021 Q1	$110K	Buy	+3,654	New	+$105K	0.08%	73

Other funds holding DCOM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolina Wealth Advisors's DCOM Position: Q4 2023 in Review

Carolina Wealth Advisors sold out of Dime Commercial Bancshares (DCOM) in Q4 2023, closing a stake of 31,063 shares — an estimated $620K sold.

Carolina Wealth Advisors first reported a position in DCOM in Q1 2021 and held it in 11 quarters. The position peaked at $620K in Q3 2023. 156 funds tracked by Wall St. Rank hold DCOM as of Q4 2023.

Carolina Wealth Advisors reported no remaining Dime Commercial Bancshares position as of Q4 2023 after selling out during the quarter.
Carolina Wealth Advisors sold 31,063 Dime Commercial Bancshares shares in Q4 2023, an estimated $620K.
Carolina Wealth Advisors first reported a position in Dime Commercial Bancshares in Q1 2021 and held it in 11 quarters.
Carolina Wealth Advisors's Dime Commercial Bancshares position peaked at $620K in Q3 2023.
156 funds tracked by Wall St. Rank held Dime Commercial Bancshares as of Q4 2023.

Based on Carolina Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.