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First Horizon Advisors’s Carriage Services CSV Stock Holding History

First Horizon 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
2022
Q2 		– Sell
-376
Closed -$20K – 2398
2022
Q1 		$20K Buy
+376
New +$19.8K ﹤0.01% 886

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BlackRock
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Vanguard Group
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GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Horizon Advisors's CSV Position: Q2 2022 in Review

First Horizon Advisors sold out of Carriage Services (CSV) in Q2 2022, closing a stake of 376 shares — an estimated $20K sold.

First Horizon Advisors first reported a position in CSV in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 139 funds tracked by Wall St. Rank hold CSV as of Q2 2022.

  • First Horizon Advisors reported no remaining Carriage Services position as of Q2 2022 after selling out during the quarter.
  • First Horizon Advisors sold 376 Carriage Services shares in Q2 2022, an estimated $20K.
  • First Horizon Advisors first reported a position in Carriage Services in Q1 2022 and held it in 1 quarter.
  • First Horizon Advisors's Carriage Services position peaked at $20K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Carriage Services as of Q2 2022.

Based on First Horizon Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.