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IAG Wealth Partners’s Carpenter Technology CRS Stock Holding History

IAG Wealth Partners’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
2020
Q3 		– Sell
-15
Closed -$1K – 375
2020
Q2 		$1K Hold
15
– – ﹤0.01% 386
2020
Q1 		$1K Hold
15
– – ﹤0.01% 372
2019
Q4 		$1K Buy
+15
New +$770 ﹤0.01% 408

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

IAG Wealth Partners's CRS Position: Q3 2020 in Review

IAG Wealth Partners sold out of Carpenter Technology (CRS) in Q3 2020, closing a stake of 15 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in CRS in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 194 funds tracked by Wall St. Rank hold CRS as of Q3 2020.

  • IAG Wealth Partners reported no remaining Carpenter Technology position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 15 Carpenter Technology shares in Q3 2020, an estimated $1K.
  • IAG Wealth Partners first reported a position in Carpenter Technology in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's Carpenter Technology position peaked at $1K in Q2 2020.
  • 194 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.