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Carolina Wealth Advisors’s New York Times NYT Stock Holding History

Carolina Wealth Advisors’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-31
Closed -$1.28K – 264
2023
Q3 		$1.28K Hold
31
– – ﹤0.01% 229
2023
Q2 		$1.22K Hold
31
– – ﹤0.01% 220
2023
Q1 		$1.21K Hold
31
– – ﹤0.01% 230
2022
Q4 		$1K Hold
31
– – ﹤0.01% 218
2022
Q3 		$1K Hold
31
– – ﹤0.01% 228
2022
Q2 		$1K Hold
31
– – ﹤0.01% 250
2022
Q1 		$1K Hold
31
– – ﹤0.01% 267
2021
Q4 		$1K Hold
31
– – ﹤0.01% 263
2021
Q3 		$2K Hold
31
– – ﹤0.01% 243
2021
Q2 		$1K Buy
+31
New +$1.38K ﹤0.01% 273

Other funds holding NYT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carolina Wealth Advisors sold out of New York Times (NYT) in Q4 2023, closing a stake of 31 shares — an estimated $1.28K sold.

Carolina Wealth Advisors first reported a position in NYT in Q2 2021 and held it in 10 quarters. The position peaked at $2K in Q3 2021. 407 funds tracked by Wall St. Rank hold NYT as of Q4 2023.

  • Carolina Wealth Advisors reported no remaining New York Times position as of Q4 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 31 New York Times shares in Q4 2023, an estimated $1.28K.
  • Carolina Wealth Advisors first reported a position in New York Times in Q2 2021 and held it in 10 quarters.
  • Carolina Wealth Advisors's New York Times position peaked at $2K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held New York Times as of Q4 2023.

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