CFA
WLH

Carroll Financial Associates’s WILLIAM LYON HOMES WLH Stock Holding History

Carroll Financial Associates’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1
Closed – – 1806
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1797
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1841
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1810
2019
Q1 		$0 Buy
+1
New +$14 ﹤0.01% 1603

Other funds holding WLH

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Carroll Financial Associates's WLH Position: Q1 2020 in Review

Carroll Financial Associates sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 1 share.

Carroll Financial Associates first reported a position in WLH in Q1 2019 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

  • Carroll Financial Associates reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 1 WILLIAM LYON HOMES share in Q1 2020.
  • Carroll Financial Associates first reported a position in WILLIAM LYON HOMES in Q1 2019 and held it in 4 quarters.
  • Carroll Financial Associates's WILLIAM LYON HOMES position peaked at $0 in Q4 2019.
  • 1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.