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Hoover Financial Advisors’s Carpenter Technology CRS Stock Holding History

Hoover Financial 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
2021
Q2 		– Sell
-10,278
Closed -$437K – 654
2021
Q1 		$437K Buy
+10,278
New +$390K 0.08% 75
2020
Q4 		– Sell
-10,157
Closed -$184K – 524
2020
Q3 		$184K Buy
10,157
+91
+0.9% +$1.97K 0.06% 97
2020
Q2 		$244K Buy
10,066
+66
+0.7% +$1.47K 0.09% 80
2020
Q1 		$195K Buy
+10,000
New +$373K 0.11% 79

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hoover Financial Advisors's CRS Position: Q2 2021 in Review

Hoover Financial Advisors sold out of Carpenter Technology (CRS) in Q2 2021, closing a stake of 10,278 shares — an estimated $437K sold.

Hoover Financial Advisors first reported a position in CRS in Q1 2020 and held it in 4 quarters. The position peaked at $437K in Q1 2021. 187 funds tracked by Wall St. Rank hold CRS as of Q2 2021.

  • Hoover Financial Advisors reported no remaining Carpenter Technology position as of Q2 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 10,278 Carpenter Technology shares in Q2 2021, an estimated $437K.
  • Hoover Financial Advisors first reported a position in Carpenter Technology in Q1 2020 and held it in 4 quarters.
  • Hoover Financial Advisors's Carpenter Technology position peaked at $437K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.