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Inspire Advisors’s Carriage Services CSV Stock Holding History

Inspire 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
2023
Q3 		– Sell
-8,177
Closed -$266K – 289
2023
Q2 		$266K Buy
8,177
+990
+14% +$27.7K 0.05% 189
2023
Q1 		$219K Buy
+7,187
New +$228K 0.05% 176

Other funds holding CSV

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Inspire Advisors's CSV Position: Q3 2023 in Review

Inspire Advisors sold out of Carriage Services (CSV) in Q3 2023, closing a stake of 8,177 shares — an estimated $266K sold.

Inspire Advisors first reported a position in CSV in Q1 2023 and held it in 2 quarters. The position peaked at $266K in Q2 2023. 119 funds tracked by Wall St. Rank hold CSV as of Q3 2023.

  • Inspire Advisors reported no remaining Carriage Services position as of Q3 2023 after selling out during the quarter.
  • Inspire Advisors sold 8,177 Carriage Services shares in Q3 2023, an estimated $266K.
  • Inspire Advisors first reported a position in Carriage Services in Q1 2023 and held it in 2 quarters.
  • Inspire Advisors's Carriage Services position peaked at $266K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Carriage Services as of Q3 2023.

Based on Inspire Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.