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IndexIQ Advisors’s Carriage Services CSV Stock Holding History

IndexIQ Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,001
Closed -$773K – 1351
2021
Q4 		$773K Sell
12,001
-775
-6% -$40.1K 0.03% 358
2021
Q3 		$570K Buy
12,776
+1,279
+11% +$51.8K 0.02% 468
2021
Q2 		$425K Buy
11,497
+65
+0.6% +$2.43K 0.01% 604
2021
Q1 		$402K Buy
+11,432
New +$397K 0.01% 643

Other funds holding CSV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IndexIQ Advisors's CSV Position: Q1 2022 in Review

IndexIQ Advisors sold out of Carriage Services (CSV) in Q1 2022, closing a stake of 12,001 shares — an estimated $773K sold.

IndexIQ Advisors first reported a position in CSV in Q1 2021 and held it in 4 quarters. The position peaked at $773K in Q4 2021. 154 funds tracked by Wall St. Rank hold CSV as of Q1 2022.

  • IndexIQ Advisors reported no remaining Carriage Services position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 12,001 Carriage Services shares in Q1 2022, an estimated $773K.
  • IndexIQ Advisors first reported a position in Carriage Services in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Carriage Services position peaked at $773K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Carriage Services as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.