SFS
CARE icon

Sowell Financial Services’s Carter Bankshares CARE Stock Holding History

Sowell Financial Services’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-804
Closed -$11K – 856
2021
Q1 		$11K Buy
804
+200
+33% +$2.43K ﹤0.01% 2267
2020
Q4 		$6K Hold
604
– – ﹤0.01% 2194
2020
Q3 		$4K Hold
604
– – ﹤0.01% 2038
2020
Q2 		$5K Buy
+604
New +$4.86K ﹤0.01% 1882

Other funds holding CARE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $424M AUM 18.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return