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Carroll Financial Associates’s Bank7 Corp BSVN Stock Holding History

Carroll Financial Associates’s Portfolio BSVN Stock Details BSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$5K Hold
233
– – ﹤0.01% 1325
2021
Q3 		$4K Hold
233
– – ﹤0.01% 1400
2021
Q2 		$4K Hold
233
– – ﹤0.01% 1468
2021
Q1 		$4K Hold
233
– – ﹤0.01% 1394
2020
Q4 		$3K Hold
233
– – ﹤0.01% 1324
2020
Q3 		$2K Hold
233
– – ﹤0.01% 1315
2020
Q2 		$2K Buy
+233
New +$2.15K ﹤0.01% 1339

Other funds holding BSVN

FCM
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BFC
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carroll Financial Associates's BSVN Position: Q4 2021 in Review

Carroll Financial Associates held its Bank7 Corp (BSVN) position steady in Q4 2021 at 233 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Carroll Financial Associates first reported a position in BSVN in Q2 2020 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold BSVN as of Q4 2021.

  • Carroll Financial Associates held 233 shares of Bank7 Corp worth $5K as of Q4 2021.
  • Carroll Financial Associates left its Bank7 Corp share count unchanged in Q4 2021.
  • Bank7 Corp made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1325 holding.
  • Carroll Financial Associates first reported a position in Bank7 Corp in Q2 2020 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Bank7 Corp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.