Toth Financial Advisory’s Capital Clean Energy Carriers CCEC Stock Holding History

Toth Financial Advisory’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-200	Closed	-$3K	–	816
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	617
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	575
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	573
2021 Q4	$3K	Buy	+200	New	+$2.94K	﹤0.01%	626

Other funds holding CCEC

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Toth Financial Advisory's CCEC Position: Q4 2022 in Review

Toth Financial Advisory sold out of Capital Clean Energy Carriers (CCEC) in Q4 2022, closing a stake of 200 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in CCEC in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 39 funds tracked by Wall St. Rank hold CCEC as of Q4 2022.

Toth Financial Advisory reported no remaining Capital Clean Energy Carriers position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 200 Capital Clean Energy Carriers shares in Q4 2022, an estimated $3K.
Toth Financial Advisory first reported a position in Capital Clean Energy Carriers in Q4 2021 and held it in 4 quarters.
Toth Financial Advisory's Capital Clean Energy Carriers position peaked at $4K in Q1 2022.
39 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.