SSG
CARV

Summit Securities Group’s Carver Bancorp CARV Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-2,000
Closed -$4K – 512
2023
Q4 		$4K Buy
+2,000
New +$3.45K ﹤0.01% 572

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
AE
American Express New York $880M AUM 23.13% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Summit Securities Group's CARV Position: Q1 2024 in Review

Summit Securities Group sold out of Carver Bancorp (CARV) in Q1 2024, closing a stake of 2,000 shares — an estimated $4K sold.

Summit Securities Group first reported a position in CARV in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 19 funds tracked by Wall St. Rank hold CARV as of Q1 2024.

  • Summit Securities Group reported no remaining Carver Bancorp position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 2,000 Carver Bancorp shares in Q1 2024, an estimated $4K.
  • Summit Securities Group first reported a position in Carver Bancorp in Q4 2023 and held it in 1 quarter.
  • Summit Securities Group's Carver Bancorp position peaked at $4K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Carver Bancorp as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.