CFA
ZEUS

Carroll Financial Associates’s Olympic Steel ZEUS Stock Holding History

Carroll Financial Associates’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,029
Closed -$30K – 1873
2021
Q1 		$30K Buy
+1,029
New +$20K ﹤0.01% 915

Other funds holding ZEUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carroll Financial Associates sold out of Olympic Steel (ZEUS) in Q2 2021, closing a stake of 1,029 shares — an estimated $30K sold.

Carroll Financial Associates first reported a position in ZEUS in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 118 funds tracked by Wall St. Rank hold ZEUS as of Q2 2021.

  • Carroll Financial Associates reported no remaining Olympic Steel position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,029 Olympic Steel shares in Q2 2021, an estimated $30K.
  • Carroll Financial Associates first reported a position in Olympic Steel in Q1 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Olympic Steel position peaked at $30K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Olympic Steel as of Q2 2021.

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