CFA
GOEV

Carroll Financial Associates’s Canoo Inc. Class A Common Stock GOEV Stock Holding History

Carroll Financial Associates’s Portfolio GOEV Stock Details GOEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$8K Hold
2
– – ﹤0.01% 1236
2021
Q3 		$8K Hold
2
– – ﹤0.01% 1292
2021
Q2 		$10K Hold
2
– – ﹤0.01% 1307
2021
Q1 		$9K Hold
2
– – ﹤0.01% 1254
2020
Q4 		$13K Buy
+2
New +$11.8K ﹤0.01% 1047

Other funds holding GOEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carroll Financial Associates held its Canoo Inc. Class A Common Stock (GOEV) position steady in Q4 2021 at 2 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Carroll Financial Associates first reported a position in GOEV in Q4 2020 and has held it in 5 quarters since. The position peaked at $13K in Q4 2020. 126 funds tracked by Wall St. Rank hold GOEV as of Q4 2021.

  • Carroll Financial Associates held 2 shares of Canoo Inc. Class A Common Stock worth $8K as of Q4 2021.
  • Carroll Financial Associates left its Canoo Inc. Class A Common Stock share count unchanged in Q4 2021.
  • Canoo Inc. Class A Common Stock made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1236 holding.
  • Carroll Financial Associates first reported a position in Canoo Inc. Class A Common Stock in Q4 2020 and has held it in 5 quarters since.
  • Carroll Financial Associates's Canoo Inc. Class A Common Stock position peaked at $13K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held Canoo Inc. Class A Common Stock as of Q4 2021.

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