WCM
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Weld Capital Management’s Carter Bankshares CARE Stock Holding History

Weld Capital Management’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,260
Closed -$95K – 487
2020
Q3 		$95K Buy
+14,260
New +$102K 0.04% 450

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weld Capital Management's CARE Position: Q4 2020 in Review

Weld Capital Management sold out of Carter Bankshares (CARE) in Q4 2020, closing a stake of 14,260 shares — an estimated $95K sold.

Weld Capital Management first reported a position in CARE in Q3 2020 and held it in 1 quarter. The position peaked at $95K in Q3 2020. 72 funds tracked by Wall St. Rank hold CARE as of Q4 2020.

  • Weld Capital Management reported no remaining Carter Bankshares position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 14,260 Carter Bankshares shares in Q4 2020, an estimated $95K.
  • Weld Capital Management first reported a position in Carter Bankshares in Q3 2020 and held it in 1 quarter.
  • Weld Capital Management's Carter Bankshares position peaked at $95K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held Carter Bankshares as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.