SPIA
CARV

Steward Partners Investment Advisory’s Carver Bancorp CARV Stock Holding History

Steward Partners Investment Advisory’s Portfolio CARV Stock Details CARV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$90.8K – 7134
2021
Q1 		$90.8K Buy
10,000
+5,000
+100% +$45.2K ﹤0.01% 1678
2020
Q4 		$32K Buy
+5,000
New +$33.8K ﹤0.01% 1869

Other funds holding CARV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Steward Partners Investment Advisory's CARV Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Carver Bancorp (CARV) in Q2 2021, closing a stake of 10,000 shares — an estimated $90.8K sold.

Steward Partners Investment Advisory first reported a position in CARV in Q4 2020 and held it in 2 quarters. The position peaked at $90.8K in Q1 2021. 13 funds tracked by Wall St. Rank hold CARV as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Carver Bancorp position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10,000 Carver Bancorp shares in Q2 2021, an estimated $90.8K.
  • Steward Partners Investment Advisory first reported a position in Carver Bancorp in Q4 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Carver Bancorp position peaked at $90.8K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Carver Bancorp as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.