OIA
CCRD

OneDigital Investment Advisors’s CoreCard CCRD Stock Holding History

OneDigital Investment Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-600
Closed -$17K – 648
2019
Q2 		$17K Buy
+600
New +$20K ﹤0.01% 842

Other funds holding CCRD

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneDigital Investment Advisors's CCRD Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of CoreCard (CCRD) in Q3 2019, closing a stake of 600 shares — an estimated $17K sold.

OneDigital Investment Advisors first reported a position in CCRD in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 54 funds tracked by Wall St. Rank hold CCRD as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining CoreCard position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 600 CoreCard shares in Q3 2019, an estimated $17K.
  • OneDigital Investment Advisors first reported a position in CoreCard in Q2 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's CoreCard position peaked at $17K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held CoreCard as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.