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Next Financial Group’s Carriage Services CSV Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-150
Closed -$5K – 2542
2020
Q4 		$5K Buy
+150
New +$4.09K ﹤0.01% 1966

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

Next Financial Group's CSV Position: Q1 2021 in Review

Next Financial Group sold out of Carriage Services (CSV) in Q1 2021, closing a stake of 150 shares — an estimated $5K sold.

Next Financial Group first reported a position in CSV in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 133 funds tracked by Wall St. Rank hold CSV as of Q1 2021.

  • Next Financial Group reported no remaining Carriage Services position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 150 Carriage Services shares in Q1 2021, an estimated $5K.
  • Next Financial Group first reported a position in Carriage Services in Q4 2020 and held it in 1 quarter.
  • Next Financial Group's Carriage Services position peaked at $5K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Carriage Services as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.