NewEdge Advisors’s Carver Bancorp CARV Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-128	Closed	-$526	–	3521
2022 Q4	$526	Buy	+128	New	+$522	﹤0.01%	3159

Other funds holding CARV

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

NewEdge Advisors's CARV Position: Q1 2023 in Review

NewEdge Advisors sold out of Carver Bancorp (CARV) in Q1 2023, closing a stake of 128 shares — an estimated $526 sold.

NewEdge Advisors first reported a position in CARV in Q4 2022 and held it in 1 quarter. The position peaked at $526 in Q4 2022. 15 funds tracked by Wall St. Rank hold CARV as of Q1 2023.

NewEdge Advisors reported no remaining Carver Bancorp position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 128 Carver Bancorp shares in Q1 2023, an estimated $526.
NewEdge Advisors first reported a position in Carver Bancorp in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Carver Bancorp position peaked at $526 in Q4 2022.
15 funds tracked by Wall St. Rank held Carver Bancorp as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.