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Carolinas Wealth Consulting’s Grocery Outlet GO Stock Holding History

Carolinas Wealth Consulting’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-46
Closed -$2K – 926
2020
Q3 		$2K Buy
+46
New +$1.9K ﹤0.01% 699

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Kayne Anderson Rudnick Investment Management
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Capital International Investors
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carolinas Wealth Consulting's GO Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Grocery Outlet (GO) in Q4 2020, closing a stake of 46 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in GO in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 228 funds tracked by Wall St. Rank hold GO as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Grocery Outlet position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 46 Grocery Outlet shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Grocery Outlet in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Grocery Outlet position peaked at $2K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.