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Golden State Wealth Management’s Carpenter Technology CRS Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-52
Closed -$3K – 223
2019
Q3 		$3K Sell
52
-198
-79% -$9.57K ﹤0.01% 915
2019
Q2 		$11K Buy
+250
New +$11.8K ﹤0.01% 724

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Vanguard Group
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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Golden State Wealth Management's CRS Position: Q4 2019 in Review

Golden State Wealth Management sold out of Carpenter Technology (CRS) in Q4 2019, closing a stake of 52 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in CRS in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 220 funds tracked by Wall St. Rank hold CRS as of Q4 2019.

  • Golden State Wealth Management reported no remaining Carpenter Technology position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 52 Carpenter Technology shares in Q4 2019, an estimated $3K.
  • Golden State Wealth Management first reported a position in Carpenter Technology in Q2 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Carpenter Technology position peaked at $11K in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.