Carson Advisory’s Credit Acceptance CACC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-474
Closed -$261K 168
2024
Q1
$261K Sell
474
-18
-4% -$9.88K 0.18% 132
2023
Q4
$262K Hold
492
0.2% 123
2023
Q3
$226K Hold
492
0.2% 134
2023
Q2
$250K Buy
+492
New +$230K 0.21% 123

Other funds holding CACC

Carson Advisory's CACC Position: Q2 2024 in Review

Carson Advisory sold out of Credit Acceptance (CACC) in Q2 2024, closing a stake of 474 shares — an estimated $261K sold.

Carson Advisory first reported a position in CACC in Q2 2023 and held it in 4 quarters. The position peaked at $262K in Q4 2023. 231 funds tracked by Wall St. Rank hold CACC as of Q2 2024.

  • Carson Advisory reported no remaining Credit Acceptance position as of Q2 2024 after selling out during the quarter.
  • Carson Advisory sold 474 Credit Acceptance shares in Q2 2024, an estimated $261K.
  • Carson Advisory first reported a position in Credit Acceptance in Q2 2023 and held it in 4 quarters.
  • Carson Advisory's Credit Acceptance position peaked at $262K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2024.

Based on Carson Advisory's 13F filing for Q2 2024, filed 7 Aug 2024.