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U.S. Capital Wealth Advisors’s Carriage Services CSV Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-1,057
Closed -$29.1K – 823
2022
Q4 		$29.1K Buy
+1,057
New +$28.7K ﹤0.01% 1012

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
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's CSV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Carriage Services (CSV) in Q1 2023, closing a stake of 1,057 shares — an estimated $29.1K sold.

U.S. Capital Wealth Advisors first reported a position in CSV in Q4 2022 and held it in 1 quarter. The position peaked at $29.1K in Q4 2022. 123 funds tracked by Wall St. Rank hold CSV as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Carriage Services position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,057 Carriage Services shares in Q1 2023, an estimated $29.1K.
  • U.S. Capital Wealth Advisors first reported a position in Carriage Services in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Carriage Services position peaked at $29.1K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Carriage Services as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.