CWA
ISBC

Carolina Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Carolina Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-782
Closed -$8K – 343
2020
Q4 		$8K Sell
782
-93
-11% -$850 0.01% 161
2020
Q3 		$6K Sell
875
-169,778
-99% -$1.35M 0.01% 164
2020
Q2 		$1.45M Sell
170,653
-25,219
-13% -$212K 1.4% 26
2020
Q1 		$1.56M Buy
195,872
+12,701
+7% +$137K 1.81% 25
2019
Q4 		$2.18M Buy
+183,171
New +$2.19M 2.07% 24

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolina Wealth Advisors's ISBC Position: Q1 2021 in Review

Carolina Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2021, closing a stake of 782 shares — an estimated $8K sold.

Carolina Wealth Advisors first reported a position in ISBC in Q4 2019 and held it in 5 quarters. The position peaked at $2.18M in Q4 2019. 243 funds tracked by Wall St. Rank hold ISBC as of Q1 2021.

  • Carolina Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 782 Investors Bancorp, Inc. shares in Q1 2021, an estimated $8K.
  • Carolina Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q4 2019 and held it in 5 quarters.
  • Carolina Wealth Advisors's Investors Bancorp, Inc. position peaked at $2.18M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2021.

Based on Carolina Wealth Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.