Concord Wealth Partners »

Carter Bankshares shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Carter Bankshares held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carter Bankshares by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 3.8k 12.64
2023-12-31 $56k 3.8k 14.97
2021-06-30 $69k 5.5k 12.51
2021-03-31 $56k 4.0k 13.94
2020-12-31 $43k 4.0k 10.70

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Carter Bankshares

BlackRock
Alliancebernstein
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Geode Capital Management
American Century Companies
Northern Trust
Bridgeway Capital Management
Morgan Stanley
Bank of New York Mellon
Russell Investments
Empowered Funds
Nuveen Asset Management
Regions Bank

View all funds holding Carter Bankshares