IFP Advisors’s Carrols Restaurant Group, Inc. TAST Stock Holding History

IFP Advisors’s Portfolio TAST Stock Details TAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,912	Closed	-$49K	–	4553
2022 Q4	$49K	Hold	3,912	–	–	﹤0.01%	2271
2022 Q3	$49K	Hold	3,912	–	–	﹤0.01%	2388
2022 Q2	$49K	Hold	3,912	–	–	﹤0.01%	2191
2022 Q1	$49K	Buy	+3,912	New	+$10.1K	﹤0.01%	2191
2016 Q3	–	Sell	-500	Closed	-$6K	–	4077
2016 Q2	$6K	Buy	+500	New	+$6.56K	﹤0.01%	3069

Other funds holding TAST

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACM

Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return

JIM

JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IFP Advisors's TAST Position: Q1 2023 in Review

IFP Advisors sold out of Carrols Restaurant Group, Inc. (TAST) in Q1 2023, closing a stake of 3,912 shares — an estimated $49K sold.

IFP Advisors first reported a position in TAST in Q2 2016 and held it in 5 quarters. The position peaked at $49K in Q4 2022. 59 funds tracked by Wall St. Rank hold TAST as of Q1 2023.

IFP Advisors reported no remaining Carrols Restaurant Group, Inc. position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 3,912 Carrols Restaurant Group, Inc. shares in Q1 2023, an estimated $49K.
IFP Advisors first reported a position in Carrols Restaurant Group, Inc. in Q2 2016 and held it in 5 quarters.
IFP Advisors's Carrols Restaurant Group, Inc. position peaked at $49K in Q4 2022.
59 funds tracked by Wall St. Rank held Carrols Restaurant Group, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.