CWC
SEM

Carolinas Wealth Consulting’s Select Medical SEM Stock Holding History

Carolinas Wealth Consulting’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-98
Closed -$2K – 997
2021
Q4 		$2K Buy
98
+13
+15% +$222 ﹤0.01% 846
2021
Q3 		$2K Buy
+85
New +$1.69K ﹤0.01% 810

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carolinas Wealth Consulting's SEM Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Select Medical (SEM) in Q1 2022, closing a stake of 98 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in SEM in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 240 funds tracked by Wall St. Rank hold SEM as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Select Medical position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 98 Select Medical shares in Q1 2022, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Select Medical in Q3 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Select Medical position peaked at $2K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Select Medical as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.