FCA
CSV icon

FinTrust Capital Advisors’s Carriage Services CSV Stock Holding History

FinTrust Capital Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$32.8K Hold
1,000
– – 0.01% 702
2024
Q2 		$26.8K Hold
1,000
– – ﹤0.01% 700
2024
Q1 		$27K Buy
+1,000
New +$25K 0.01% 682

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FinTrust Capital Advisors's CSV Position: Q3 2024 in Review

FinTrust Capital Advisors held its Carriage Services (CSV) position steady in Q3 2024 at 1,000 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #702.

FinTrust Capital Advisors first reported a position in CSV in Q1 2024 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold CSV as of Q3 2024.

  • FinTrust Capital Advisors held 1,000 shares of Carriage Services worth $32.8K as of Q3 2024.
  • FinTrust Capital Advisors left its Carriage Services share count unchanged in Q3 2024.
  • Carriage Services made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #702 holding.
  • FinTrust Capital Advisors first reported a position in Carriage Services in Q1 2024 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Carriage Services as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.