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True Wealth Design’s Carriage Services CSV Stock Holding History

True Wealth Design’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
Q4 		– Sell
-7
Closed -$230 – 1399
2024
Q3 		$230 Buy
+7
New +$216 ﹤0.01% 1187

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's CSV Position: Q4 2024 in Review

True Wealth Design sold out of Carriage Services (CSV) in Q4 2024, closing a stake of 7 shares — an estimated $230 sold.

True Wealth Design first reported a position in CSV in Q3 2024 and held it in 1 quarter. The position peaked at $230 in Q3 2024. 153 funds tracked by Wall St. Rank hold CSV as of Q4 2024.

  • True Wealth Design reported no remaining Carriage Services position as of Q4 2024 after selling out during the quarter.
  • True Wealth Design sold 7 Carriage Services shares in Q4 2024, an estimated $230.
  • True Wealth Design first reported a position in Carriage Services in Q3 2024 and held it in 1 quarter.
  • True Wealth Design's Carriage Services position peaked at $230 in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Carriage Services as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.