S
CSV icon

SignatureFD’s Carriage Services CSV Stock Holding History

SignatureFD’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
2023
Q4 		– Sell
-305
Closed -$8.62K – 3158
2023
Q3 		$8.62K Hold
305
– – ﹤0.01% 2288
2023
Q2 		$9.9K Buy
+305
New +$8.54K ﹤0.01% 2240
2022
Q4 		– Sell
-435
Closed -$14K – 3313
2022
Q3 		$14K Buy
+435
New +$16.3K ﹤0.01% 1905
2022
Q2 		– Sell
-84
Closed -$4K – 3147
2022
Q1 		$4K Buy
84
+14
+20% +$739 ﹤0.01% 2571
2021
Q4 		$5K Buy
70
+23
+49% +$1.19K ﹤0.01% 2381
2021
Q3 		$2K Hold
47
– – ﹤0.01% 2617
2021
Q2 		$2K Hold
47
– – ﹤0.01% 2551
2021
Q1 		$2K Hold
47
– – ﹤0.01% 2448
2020
Q4 		$1K Hold
47
– – ﹤0.01% 2401
2020
Q3 		$1K Hold
47
– – ﹤0.01% 2393
2020
Q2 		$1K Buy
+47
New +$791 ﹤0.01% 2280

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return