SWA
CARO

Stratos Wealth Advisors’s Carolina Financial Corp. CARO Stock Holding History

Stratos Wealth Advisors’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,666
Closed -$202K – 306
2019
Q4 		$202K Sell
4,666
-2,449
-34% -$96.5K 0.11% 156
2019
Q3 		$253K Buy
+7,115
New +$248K 0.1% 211

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stratos Wealth Advisors's CARO Position: Q1 2020 in Review

Stratos Wealth Advisors sold out of Carolina Financial Corp. (CARO) in Q1 2020, closing a stake of 4,666 shares — an estimated $202K sold.

Stratos Wealth Advisors first reported a position in CARO in Q3 2019 and held it in 2 quarters. The position peaked at $253K in Q3 2019. 128 funds tracked by Wall St. Rank hold CARO as of Q1 2020.

  • Stratos Wealth Advisors reported no remaining Carolina Financial Corp. position as of Q1 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 4,666 Carolina Financial Corp. shares in Q1 2020, an estimated $202K.
  • Stratos Wealth Advisors first reported a position in Carolina Financial Corp. in Q3 2019 and held it in 2 quarters.
  • Stratos Wealth Advisors's Carolina Financial Corp. position peaked at $253K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2020.

Based on Stratos Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.