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GHP Investment Advisors’s Carpenter Technology CRS Stock Holding History

GHP Investment Advisors’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-102
Closed -$6.55K – 867
2023
Q3 		$6.55K Buy
+102
New +$6.18K ﹤0.01% 752

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GHP Investment Advisors's CRS Position: Q4 2023 in Review

GHP Investment Advisors sold out of Carpenter Technology (CRS) in Q4 2023, closing a stake of 102 shares — an estimated $6.55K sold.

GHP Investment Advisors first reported a position in CRS in Q3 2023 and held it in 1 quarter. The position peaked at $6.55K in Q3 2023. 303 funds tracked by Wall St. Rank hold CRS as of Q4 2023.

  • GHP Investment Advisors reported no remaining Carpenter Technology position as of Q4 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 102 Carpenter Technology shares in Q4 2023, an estimated $6.55K.
  • GHP Investment Advisors first reported a position in Carpenter Technology in Q3 2023 and held it in 1 quarter.
  • GHP Investment Advisors's Carpenter Technology position peaked at $6.55K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2023.

Based on GHP Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.