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Carolinas Wealth Consulting’s Universal Electronics UEIC Stock Holding History

Carolinas Wealth Consulting’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-40
Closed -$2K – 1032
2020
Q3 		$2K Buy
+40
New +$1.74K ﹤0.01% 755

Other funds holding UEIC

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CTA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of Universal Electronics (UEIC) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in UEIC in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 146 funds tracked by Wall St. Rank hold UEIC as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Universal Electronics position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 40 Universal Electronics shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Universal Electronics in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Universal Electronics position peaked at $2K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2020.

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