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Cary Street Partners Investment Advisory’s Cimpress CMPR Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio CMPR Stock Details CMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-329
Closed -$23K – 838
2023
Q3 		$23K Buy
+329
New +$21.8K ﹤0.01% 1073

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SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
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BlackRock
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
N
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Cary Street Partners Investment Advisory's CMPR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Cimpress (CMPR) in Q4 2023, closing a stake of 329 shares — an estimated $23K sold.

Cary Street Partners Investment Advisory first reported a position in CMPR in Q3 2023 and held it in 1 quarter. The position peaked at $23K in Q3 2023. 159 funds tracked by Wall St. Rank hold CMPR as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Cimpress position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 329 Cimpress shares in Q4 2023, an estimated $23K.
  • Cary Street Partners Investment Advisory first reported a position in Cimpress in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Cimpress position peaked at $23K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Cimpress as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.