CSPIA
SI

Cary Street Partners Investment Advisory’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-283
Closed -$20K – 980
2020
Q3 		$20K Buy
+283
New +$20K ﹤0.01% 659

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's SI Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2020, closing a stake of 283 shares — an estimated $20K sold.

Cary Street Partners Investment Advisory first reported a position in SI in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 55 funds tracked by Wall St. Rank hold SI as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 283 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2020, an estimated $20K.
  • Cary Street Partners Investment Advisory first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $20K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.