Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CARY STREET PARTNERS ASSET MANAGEMENT LLC
  City: RICHMOND
  State: VA
  Zip: 23219
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $644,864,000
  Total Value Change : $61,799,000
  Securities Held Change : 1
   
All Securities Held : 193
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 71
  Unchanged Positions : 27
  Decreased Positions : 89

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KMX)1 Year Chart         KMX CarMax Inc 193 Closed $69.17 $0 0 0% -878,000 -11,439 0    Auto Dealerships
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 199 Closed $0.00 $0 0 0% -342,000 -17,625 0    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 198 Closed $31.66 $0 0 0% -538,000 -17,241 0    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 197 Closed $96.62 $0 0 0% -717,000 -7,226 0    Closed - End Fund - E...
   (C)1 Year Chart         C Citigroup Inc 196 Closed $61.78 $0 0 0% -341,000 -6,632 0    Domestic Money Center...
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 195 Closed $116.05 $0 0 0% -423,000 -3,867 0    Closed - End Fund - E...
   (GXC)1 Year Chart         GXC Strk Spdr S&P Ch Etf 194 Closed $71.31 $0 0 0% -383,000 -5,627 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results