LWA
CTRC

LWS Wealth Advisors’s Centric Brands Inc. Common Stock CTRC Stock Holding History

LWS Wealth Advisors’s Portfolio CTRC Stock Details CTRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-28,699
Closed -$32K – 58
2020
Q1 		$32K Hold
28,699
– – 0.02% 51
2019
Q4 		$62K Buy
+28,699
New +$71.7K 0.03% 66

Other funds holding CTRC

FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return

LWS Wealth Advisors's CTRC Position: Q2 2020 in Review

LWS Wealth Advisors sold out of Centric Brands Inc. Common Stock (CTRC) in Q2 2020, closing a stake of 28,699 shares — an estimated $32K sold.

LWS Wealth Advisors first reported a position in CTRC in Q4 2019 and held it in 2 quarters. The position peaked at $62K in Q4 2019. 4 funds tracked by Wall St. Rank hold CTRC as of Q2 2020.

  • LWS Wealth Advisors reported no remaining Centric Brands Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 28,699 Centric Brands Inc. Common Stock shares in Q2 2020, an estimated $32K.
  • LWS Wealth Advisors first reported a position in Centric Brands Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • LWS Wealth Advisors's Centric Brands Inc. Common Stock position peaked at $62K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Centric Brands Inc. Common Stock as of Q2 2020.

Based on LWS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.