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Carroll Financial Associates’s Reliance Steel & Aluminium RS Stock Holding History

Carroll Financial Associates’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1
Closed – – 1831
2021
Q1 		$0 Buy
+1
New +$135 ﹤0.01% 1742
2019
Q4 		– Sell
-14
Closed -$1K – 1668
2019
Q3 		$1K Hold
14
– – ﹤0.01% 1446
2019
Q2 		$1K Buy
+14
New +$1.25K ﹤0.01% 1501

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Wellington Management Group
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LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Carroll Financial Associates's RS Position: Q2 2021 in Review

Carroll Financial Associates sold out of Reliance Steel & Aluminium (RS) in Q2 2021, closing a stake of 1 share.

Carroll Financial Associates first reported a position in RS in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 427 funds tracked by Wall St. Rank hold RS as of Q2 2021.

  • Carroll Financial Associates reported no remaining Reliance Steel & Aluminium position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1 Reliance Steel & Aluminium share in Q2 2021.
  • Carroll Financial Associates first reported a position in Reliance Steel & Aluminium in Q2 2019 and held it in 3 quarters.
  • Carroll Financial Associates's Reliance Steel & Aluminium position peaked at $1K in Q3 2019.
  • 427 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.