CFA
EZPW icon

Carroll Financial Associates’s Ezcorp Inc EZPW Stock Holding History

Carroll Financial Associates’s Portfolio EZPW Stock Details EZPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-328
Closed -$2K – 1715
2021
Q3 		$2K Buy
+328
New +$2.11K ﹤0.01% 1549

Other funds holding EZPW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carroll Financial Associates sold out of Ezcorp Inc (EZPW) in Q4 2021, closing a stake of 328 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in EZPW in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 153 funds tracked by Wall St. Rank hold EZPW as of Q4 2021.

  • Carroll Financial Associates reported no remaining Ezcorp Inc position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 328 Ezcorp Inc shares in Q4 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in Ezcorp Inc in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Ezcorp Inc position peaked at $2K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held Ezcorp Inc as of Q4 2021.

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