Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Carpenter Technology CRS Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-100
Closed -$6.72K – 126
2023
Q3 		$6.72K Buy
+100
New +$6.06K ﹤0.01% 362

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Invesco
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CRS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Carpenter Technology (CRS) in Q4 2023, closing a stake of 100 shares — an estimated $6.72K sold.

Legacy Financial Group (Iowa) first reported a position in CRS in Q3 2023 and held it in 1 quarter. The position peaked at $6.72K in Q3 2023. 303 funds tracked by Wall St. Rank hold CRS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Carpenter Technology position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Carpenter Technology shares in Q4 2023, an estimated $6.72K.
  • Legacy Financial Group (Iowa) first reported a position in Carpenter Technology in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Carpenter Technology position peaked at $6.72K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.