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Prestige Wealth Management Group’s Carpenter Technology CRS Stock Holding History

Prestige Wealth Management Group’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-104
Closed -$3K – 964
2020
Q4 		$3K Buy
+104
New +$2.41K ﹤0.01% 676
2019
Q1 		– Sell
-23
Closed -$1K – 636
2018
Q4 		$1K Buy
+23
New +$1.04K ﹤0.01% 984

Other funds holding CRS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prestige Wealth Management Group's CRS Position: Q1 2021 in Review

Prestige Wealth Management Group sold out of Carpenter Technology (CRS) in Q1 2021, closing a stake of 104 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in CRS in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 209 funds tracked by Wall St. Rank hold CRS as of Q1 2021.

  • Prestige Wealth Management Group reported no remaining Carpenter Technology position as of Q1 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 104 Carpenter Technology shares in Q1 2021, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Carpenter Technology in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Carpenter Technology position peaked at $3K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2021.

Based on Prestige Wealth Management Group's 13F filing for Q1 2021, filed 13 May 2021.