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Vista Investment Partners’s Carriage Services CSV Stock Holding History

Vista Investment Partners’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
Q1 		– Sell
-14,065
Closed -$352K – 155
2023
Q4 		$352K Buy
+14,065
New +$331K 0.13% 106

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Vista Investment Partners's CSV Position: Q1 2024 in Review

Vista Investment Partners sold out of Carriage Services (CSV) in Q1 2024, closing a stake of 14,065 shares — an estimated $352K sold.

Vista Investment Partners first reported a position in CSV in Q4 2023 and held it in 1 quarter. The position peaked at $352K in Q4 2023. 129 funds tracked by Wall St. Rank hold CSV as of Q1 2024.

  • Vista Investment Partners reported no remaining Carriage Services position as of Q1 2024 after selling out during the quarter.
  • Vista Investment Partners sold 14,065 Carriage Services shares in Q1 2024, an estimated $352K.
  • Vista Investment Partners first reported a position in Carriage Services in Q4 2023 and held it in 1 quarter.
  • Vista Investment Partners's Carriage Services position peaked at $352K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held Carriage Services as of Q1 2024.

Based on Vista Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.