Carroll Financial Associates’s Sterling Capital Focus Equity ETF LCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$30K	Hold	980	–	–	﹤0.01%	855
2021 Q3	$28K	Hold	980	–	–	﹤0.01%	902
2021 Q2	$28K	Hold	980	–	–	﹤0.01%	983
2021 Q1	$25K	Hold	980	–	–	﹤0.01%	952
2020 Q4	$25K	Buy	+980	New	+$24.7K	﹤0.01%	870

Other funds holding LCG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCA

Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

SBK Financial Richmond, Virginia $63.1M AUM 17.75% 1-Year Est. Return

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

Carroll Financial Associates held its Sterling Capital Focus Equity ETF (LCG) position steady in Q4 2021 at 980 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Carroll Financial Associates first reported a position in LCG in Q4 2020 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold LCG as of Q4 2021.

Carroll Financial Associates held 980 shares of Sterling Capital Focus Equity ETF worth $30K as of Q4 2021.
Carroll Financial Associates left its Sterling Capital Focus Equity ETF share count unchanged in Q4 2021.
Sterling Capital Focus Equity ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #855 holding.
Carroll Financial Associates first reported a position in Sterling Capital Focus Equity ETF in Q4 2020 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q4 2021.

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