J.W. Cole Advisors’s Carver Bancorp CARV Stock Holding History

J.W. Cole Advisors’s Portfolio CARV Stock Details CARV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,000	Closed	-$91K	–	744
2021 Q1	$91K	Buy	+10,000	New	+$90.3K	0.01%	655

Other funds holding CARV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

J.W. Cole Advisors's CARV Position: Q2 2021 in Review

J.W. Cole Advisors sold out of Carver Bancorp (CARV) in Q2 2021, closing a stake of 10,000 shares — an estimated $91K sold.

J.W. Cole Advisors first reported a position in CARV in Q1 2021 and held it in 1 quarter. The position peaked at $91K in Q1 2021. 13 funds tracked by Wall St. Rank hold CARV as of Q2 2021.

J.W. Cole Advisors reported no remaining Carver Bancorp position as of Q2 2021 after selling out during the quarter.
J.W. Cole Advisors sold 10,000 Carver Bancorp shares in Q2 2021, an estimated $91K.
J.W. Cole Advisors first reported a position in Carver Bancorp in Q1 2021 and held it in 1 quarter.
J.W. Cole Advisors's Carver Bancorp position peaked at $91K in Q1 2021.
13 funds tracked by Wall St. Rank held Carver Bancorp as of Q2 2021.

Based on J.W. Cole Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.