Carroll Financial Associates’s CB Financial Services CBFV Stock Holding History

Carroll Financial Associates’s Portfolio CBFV Stock Details CBFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$7K	Buy	+300	New	+$7.16K	﹤0.01%	1248

Other funds holding CBFV

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Carroll Financial Associates opened a new position in CB Financial Services (CBFV) in Q4 2021: 300 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings.

46 funds tracked by Wall St. Rank hold CBFV as of Q4 2021.

Carroll Financial Associates held 300 shares of CB Financial Services worth $7K as of Q4 2021.
CB Financial Services was a new Carroll Financial Associates position in Q4 2021.
CB Financial Services made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1248 holding.
46 funds tracked by Wall St. Rank held CB Financial Services as of Q4 2021.

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