Carroll Financial Associates’s Orchid Island Capital ORC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$14K	Buy	+600	New	+$14.4K	﹤0.01%	1072

Other funds holding ORC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carroll Financial Associates opened a new position in Orchid Island Capital (ORC) in Q4 2021: 600 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

105 funds tracked by Wall St. Rank hold ORC as of Q4 2021.

Carroll Financial Associates held 600 shares of Orchid Island Capital worth $14K as of Q4 2021.
Orchid Island Capital was a new Carroll Financial Associates position in Q4 2021.
Orchid Island Capital made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1072 holding.
105 funds tracked by Wall St. Rank held Orchid Island Capital as of Q4 2021.

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