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Carolinas Wealth Consulting’s Haemonetics HAE Stock Holding History

Carolinas Wealth Consulting’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28
Closed -$2.39K – 1058
2024
Q1 		$2.39K Buy
28
+18
+180% +$1.41K ﹤0.01% 768
2023
Q4 		$826 Hold
10
– – ﹤0.01% 850
2023
Q3 		$823 Sell
10
-2
-17% -$179 ﹤0.01% 863
2023
Q2 		$1.06K Hold
12
– – ﹤0.01% 904
2023
Q1 		$993 Buy
+12
New +$971 ﹤0.01% 897

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's HAE Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Haemonetics (HAE) in Q2 2024, closing a stake of 28 shares — an estimated $2.39K sold.

Carolinas Wealth Consulting first reported a position in HAE in Q1 2023 and held it in 5 quarters. The position peaked at $2.39K in Q1 2024. 317 funds tracked by Wall St. Rank hold HAE as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining Haemonetics position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 28 Haemonetics shares in Q2 2024, an estimated $2.39K.
  • Carolinas Wealth Consulting first reported a position in Haemonetics in Q1 2023 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Haemonetics position peaked at $2.39K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Haemonetics as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.