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Carroll Financial Associates’s Weibo WB Stock Holding History

Carroll Financial Associates’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-161
Closed -$10K – 1526
2018
Q4 		$10K Buy
161
+30
+23% +$1.82K ﹤0.01% 865
2018
Q3 		$9K Hold
131
– – ﹤0.01% 933
2018
Q2 		$11K Hold
131
– – ﹤0.01% 841
2018
Q1 		$15K Sell
131
-2
-2% -$255 ﹤0.01% 747
2017
Q4 		$13K Buy
133
+45
+51% +$4.65K ﹤0.01% 771
2017
Q3 		$8K Buy
+88
New +$7.75K ﹤0.01% 874

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BlackRock
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PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Carroll Financial Associates's WB Position: Q1 2019 in Review

Carroll Financial Associates sold out of Weibo (WB) in Q1 2019, closing a stake of 161 shares — an estimated $10K sold.

Carroll Financial Associates first reported a position in WB in Q3 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2018. 240 funds tracked by Wall St. Rank hold WB as of Q1 2019.

  • Carroll Financial Associates reported no remaining Weibo position as of Q1 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 161 Weibo shares in Q1 2019, an estimated $10K.
  • Carroll Financial Associates first reported a position in Weibo in Q3 2017 and held it in 6 quarters.
  • Carroll Financial Associates's Weibo position peaked at $15K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Weibo as of Q1 2019.

Based on Carroll Financial Associates's 13F filing for Q1 2019, filed 17 Apr 2019.