Oxler Private Wealth’s Carriage Services CSV Stock Holding History

Oxler Private Wealth’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
2022 Q4	–	Sell	-1,312	Closed	-$42.2K	–	130
2022 Q3	$42.2K	Buy	1,312 +3	+0.2%	+$112	0.02%	216
2022 Q2	$51.9K	Buy	+1,309	New	+$56.5K	0.03%	150
2021 Q1	–	Sell	-1,625	Closed	-$50K	–	141
2020 Q4	$50K	Buy	+1,625	New	+$44.3K	0.03%	160

Other funds holding CSV

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oxler Private Wealth's CSV Position: Q4 2022 in Review

Oxler Private Wealth sold out of Carriage Services (CSV) in Q4 2022, closing a stake of 1,312 shares — an estimated $42.2K sold.

Oxler Private Wealth first reported a position in CSV in Q4 2020 and held it in 3 quarters. The position peaked at $51.9K in Q2 2022. 121 funds tracked by Wall St. Rank hold CSV as of Q4 2022.

Oxler Private Wealth reported no remaining Carriage Services position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,312 Carriage Services shares in Q4 2022, an estimated $42.2K.
Oxler Private Wealth first reported a position in Carriage Services in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's Carriage Services position peaked at $51.9K in Q2 2022.
121 funds tracked by Wall St. Rank held Carriage Services as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.