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Steward Partners Investment Advisory’s Carriage Services CSV Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-408
Closed -$10.2K – 3593
2023
Q4 		$10.2K Buy
+408
New +$9.6K ﹤0.01% 2703

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's CSV Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Carriage Services (CSV) in Q1 2024, closing a stake of 408 shares — an estimated $10.2K sold.

Steward Partners Investment Advisory first reported a position in CSV in Q4 2023 and held it in 1 quarter. The position peaked at $10.2K in Q4 2023. 129 funds tracked by Wall St. Rank hold CSV as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Carriage Services position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 408 Carriage Services shares in Q1 2024, an estimated $10.2K.
  • Steward Partners Investment Advisory first reported a position in Carriage Services in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Carriage Services position peaked at $10.2K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held Carriage Services as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.