$339 Million is the total value of CARY STREET PARTNERS ASSET MANAGEMENT LLC's 164 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | New | VANGUARD VALUE INDEX FUNDetf | $30,917,000 | – | 287,500 | +100.0% | 9.13% | – |
| BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $21,024,000 | – | 280,988 | +100.0% | 6.21% | – |
| MRK | New | MERCK & CO. INC COMstock | $7,120,000 | – | 229,736 | +100.0% | 2.10% | – |
| EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $7,095,000 | – | 168,796 | +100.0% | 2.10% | – |
| CVS | New | CVS HEALTH CORP COMstock | $5,886,000 | – | 218,093 | +100.0% | 1.74% | – |
| ABBV | New | ABBVIE INC COMstock | $5,627,000 | – | 246,872 | +100.0% | 1.66% | – |
| AAPL | New | APPLE INC COMstock | $5,619,000 | – | 167,054 | +100.0% | 1.66% | – |
| MSFT | New | MICROSOFT CORP COMstock | $5,581,000 | – | 183,628 | +100.0% | 1.65% | – |
| LNC | New | LINCOLN NATL CORP IND COMstock | $5,535,000 | – | 165,499 | +100.0% | 1.63% | – |
| CFG | New | CITIZENS FINL GROUP INC COMstock | $5,449,000 | – | 297,849 | +100.0% | 1.61% | – |
| HAS | New | HASBRO INC COMstock | $5,208,000 | – | 152,384 | +100.0% | 1.54% | – |
| LECO | New | LINCOLN ELEC HLDGS INC COMstock | $5,208,000 | – | 44,798 | +100.0% | 1.54% | – |
| C | New | CITIGROUP INC COM NEWstock | $5,178,000 | – | 208,632 | +100.0% | 1.53% | – |
| NVS | New | NOVARTIS AG SPONSORED ADRadr | $4,964,000 | – | 157,675 | +100.0% | 1.47% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $4,951,000 | – | 163,003 | +100.0% | 1.46% | – |
| QCOM | New | QUALCOMM INC COMstock | $4,936,000 | – | 223,849 | +100.0% | 1.46% | – |
| JNJ | New | JOHNSON & JOHNSON COMstock | $4,921,000 | – | 155,589 | +100.0% | 1.45% | – |
| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $4,845,000 | – | 77,057 | +100.0% | 1.43% | – |
| SPYG | New | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $4,719,000 | – | 85,353 | +100.0% | 1.39% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $4,693,000 | – | 153,759 | +100.0% | 1.39% | – |
| LOW | New | LOWES COS INC COMstock | $4,530,000 | – | 146,262 | +100.0% | 1.34% | – |
| VUG | New | VANGUARD GROWTH INDEX FUNDetf | $4,513,000 | – | 38,757 | +100.0% | 1.33% | – |
| EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $4,497,000 | – | 44,564 | +100.0% | 1.33% | – |
| RE | New | EVEREST RE GROUP LTD COMstock | $4,477,000 | – | 125,180 | +100.0% | 1.32% | – |
| GOOG | New | ALPHABET INC CAP STK CL Cstock | $4,315,000 | – | 97,011 | +100.0% | 1.27% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COMstock | $4,211,000 | – | 159,730 | +100.0% | 1.24% | – |
| FB | New | FACEBOOK INC CL Astock | $4,198,000 | – | 109,264 | +100.0% | 1.24% | – |
| TM | New | TOYOTA MOTOR CORP SP ADR REP2COMadr | $4,096,000 | – | 45,697 | +100.0% | 1.21% | – |
| AVY | New | AVERY DENNISON CORP COMstock | $3,990,000 | – | 175,211 | +100.0% | 1.18% | – |
| AMZN | New | AMAZON COM INC COMstock | $3,811,000 | – | 79,312 | +100.0% | 1.12% | – |
| T | New | AT&T INC COMstock | $3,750,000 | – | 154,668 | +100.0% | 1.11% | – |
| EFA | New | ISHARES MSCI EAFE ETFetf | $3,599,000 | – | 49,328 | +100.0% | 1.06% | – |
| JPM | New | JPMORGAN CHASE & CO COMstock | $3,585,000 | – | 137,266 | +100.0% | 1.06% | – |
| PSX | New | PHILLIPS 66 COMstock | $3,468,000 | – | 86,127 | +100.0% | 1.02% | – |
| VV | New | VANGUARD LARGE-CAP INDEX FUNDetf | $3,410,000 | – | 42,647 | +100.0% | 1.01% | – |
| NEM | New | NEWMONT CORP COMstock | $3,348,000 | – | 87,696 | +100.0% | 0.99% | – |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $3,330,000 | – | 137,375 | +100.0% | 0.98% | – |
| PRU | New | PRUDENTIAL FINL INC COMstock | $3,299,000 | – | 54,971 | +100.0% | 0.97% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $3,256,000 | – | 107,897 | +100.0% | 0.96% | – |
| VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $3,053,000 | – | 129,702 | +100.0% | 0.90% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $2,951,000 | – | 53,039 | +100.0% | 0.87% | – |
| CSCO | New | CISCO SYS INC COMstock | $2,892,000 | – | 130,243 | +100.0% | 0.85% | – |
| IYW | New | ISHARES U.S. TECHNOLOGY ETFetf | $2,786,000 | – | 32,740 | +100.0% | 0.82% | – |
| DEO | New | DIAGEO PLC SPON ADR NEWadr | $2,746,000 | – | 100,933 | +100.0% | 0.81% | – |
| NVDA | New | NVIDIA CORPORATION COMstock | $2,626,000 | – | 5,029 | +100.0% | 0.78% | – |
| MMM | New | 3M CO COMstock | $2,595,000 | – | 99,135 | +100.0% | 0.77% | – |
| KMB | New | KIMBERLY-CLARK CORP COMstock | $2,414,000 | – | 88,162 | +100.0% | 0.71% | – |
| NXPI | New | NXP SEMICONDUCTORS N V COMstock | $2,310,000 | – | 126,712 | +100.0% | 0.68% | – |
| DIS | New | DISNEY WALT CO COMstock | $2,293,000 | – | 89,232 | +100.0% | 0.68% | – |
| VTRS | New | VIATRIS INC COMstock | $2,195,000 | – | 122,472 | +100.0% | 0.65% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD SHSstock | $2,146,000 | – | 108,319 | +100.0% | 0.63% | – |
| ABT | New | ABBOTT LABS COMstock | $2,111,000 | – | 186,789 | +100.0% | 0.62% | – |
| BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,970,000 | – | 83,775 | +100.0% | 0.58% | – |
| CL | New | COLGATE PALMOLIVE CO COMstock | $1,952,000 | – | 94,661 | +100.0% | 0.58% | – |
| VMW | New | VMWARE INC CL A COMstock | $1,914,000 | – | 74,917 | +100.0% | 0.56% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC COMstock | $1,901,000 | – | 66,826 | +100.0% | 0.56% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC COMstock | $1,878,000 | – | 166,689 | +100.0% | 0.55% | – |
| QRVO | New | QORVO INC COMstock | $1,812,000 | – | 52,213 | +100.0% | 0.54% | – |
| VZ | New | VERIZON COMMUNICATIONS INC COMstock | $1,794,000 | – | 63,748 | +100.0% | 0.53% | – |
| BIIB | New | BIOGEN INC COMstock | $1,787,000 | – | 26,806 | +100.0% | 0.53% | – |
| ETRN | New | EQUITRANS MIDSTREAM CORP COMstock | $1,782,000 | – | 223,918 | +100.0% | 0.53% | – |
| SAMG | New | SILVERCREST ASSET MGMT GROUP I CL Astock | $1,753,000 | – | 149,065 | +100.0% | 0.52% | – |
| MSM | New | MSC INDL DIRECT INC CL Astock | $1,698,000 | – | 43,051 | +100.0% | 0.50% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $1,697,000 | – | 49,118 | +100.0% | 0.50% | – |
| KMI | New | KINDER MORGAN INC DEL COMstock | $1,683,000 | – | 145,581 | +100.0% | 0.50% | – |
| MMC | New | MARSH & MCLENNAN COS INC COMstock | $1,634,000 | – | 158,390 | +100.0% | 0.48% | – |
| RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Badr | $1,632,000 | – | 57,528 | +100.0% | 0.48% | – |
| MDT | New | MEDTRONIC PLC SHSstock | $1,629,000 | – | 52,816 | +100.0% | 0.48% | – |
| ICSH | New | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $1,489,000 | – | 29,464 | +100.0% | 0.44% | – |
| FDX | New | FEDEX CORP COMstock | $1,462,000 | – | 72,874 | +100.0% | 0.43% | – |
| KMX | New | CARMAX INC COMstock | $1,443,000 | – | 59,203 | +100.0% | 0.43% | – |
| ARES | New | ARES MANAGEMENT CORPORATION CL A COM STKstock | $1,392,000 | – | 35,341 | +100.0% | 0.41% | – |
| SYK | New | STRYKER CORPORATION COMstock | $1,359,000 | – | 61,676 | +100.0% | 0.40% | – |
| SPY | New | SPDR S&P 500 ETFetf | $1,326,000 | – | 3,546 | +100.0% | 0.39% | – |
| ZTS | New | ZOETIS INC CL Astock | $1,281,000 | – | 91,635 | +100.0% | 0.38% | – |
| BDX | New | BECTON DICKINSON & CO COMstock | $1,190,000 | – | 58,337 | +100.0% | 0.35% | – |
| DXC | New | DXC TECHNOLOGY CO COMstock | $1,180,000 | – | 67,110 | +100.0% | 0.35% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $1,166,000 | – | 2,331 | +100.0% | 0.34% | – |
| FISV | New | FISERV INC COMstock | $1,106,000 | – | 37,930 | +100.0% | 0.33% | – |
| IBDM | New | ISHARES IBONDS DEC 2021 TERM CORPORATE ETFetf | $1,101,000 | – | 130,855 | +100.0% | 0.32% | – |
| ULTA | New | ULTA BEAUTY INC COMstock | $1,098,000 | – | 39,594 | +100.0% | 0.32% | – |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $1,075,000 | – | 8,427 | +100.0% | 0.32% | – |
| INTC | New | INTEL CORP COMstock | $1,011,000 | – | 54,462 | +100.0% | 0.30% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $997,000 | – | 60,241 | +100.0% | 0.29% | – |
| FSLR | New | FIRST SOLAR INC COMstock | $959,000 | – | 40,050 | +100.0% | 0.28% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $891,000 | – | 67,020 | +100.0% | 0.26% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $881,000 | – | 13,236 | +100.0% | 0.26% | – |
| IBDN | New | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $856,000 | – | 122,538 | +100.0% | 0.25% | – |
| SPYV | New | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $847,000 | – | 24,640 | +100.0% | 0.25% | – |
| RIO | New | RIO TINTO PLC SPONSORED ADRadr | $824,000 | – | 14,661 | +100.0% | 0.24% | – |
| AGM | New | FEDERAL AGRIC MTG CORP CL Cstock | $810,000 | – | 10,915 | +100.0% | 0.24% | – |
| IBDO | New | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $796,000 | – | 109,658 | +100.0% | 0.24% | – |
| PEP | New | PEPSICO INC COMstock | $794,000 | – | 34,817 | +100.0% | 0.23% | – |
| VB | New | VANGUARD SMALL-CAP INDEX FUNDetf | $779,000 | – | 4,002 | +100.0% | 0.23% | – |
| IBMJ | New | ISHARES IBONDS DEC 2021 TERM MUNI BOND ETFetf | $775,000 | – | 107,753 | +100.0% | 0.23% | – |
| D | New | DOMINION ENERGY INC COMstock | $767,000 | – | 10,204 | +100.0% | 0.23% | – |
| SPTM | New | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $716,000 | – | 15,535 | +100.0% | 0.21% | – |
| PNC | New | PNC FINL SVCS GROUP INC COMstock | $711,000 | – | 24,754 | +100.0% | 0.21% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $709,000 | – | 33,270 | +100.0% | 0.21% | – |
| ECL | New | ECOLAB INC COMstock | $694,000 | – | 3,208 | +100.0% | 0.20% | – |
| LSTR | New | LANDSTAR SYS INC COMstock | $683,000 | – | 24,052 | +100.0% | 0.20% | – |
| IBDP | New | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $668,000 | – | 119,122 | +100.0% | 0.20% | – |
| GS | New | GOLDMAN SACHS GROUP INC COMstock | $661,000 | – | 47,166 | +100.0% | 0.20% | – |
| CCJ | New | CAMECO CORP COMstock | $659,000 | – | 49,215 | +100.0% | 0.20% | – |
| GD | New | GENERAL DYNAMICS CORP COMstock | $650,000 | – | 4,371 | +100.0% | 0.19% | – |
| ACAD | New | ACADIA PHARMACEUTICALS INC COMstock | $642,000 | – | 28,535 | +100.0% | 0.19% | – |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $640,000 | – | 2,656 | +100.0% | 0.19% | – |
| BSV | New | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $630,000 | – | 7,594 | +100.0% | 0.19% | – |
| USFR | New | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $536,000 | – | 21,335 | +100.0% | 0.16% | – |
| OLED | New | UNIVERSAL DISPLAY CORP COMstock | $518,000 | – | 3,399 | +100.0% | 0.15% | – |
| MKC | New | MCCORMICK & CO INC COM NON VTGstock | $511,000 | – | 5,350 | +100.0% | 0.15% | – |
| VOT | New | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $497,000 | – | 2,344 | +100.0% | 0.15% | – |
| CSIQ | New | CANADIAN SOLAR INC COMstock | $465,000 | – | 9,072 | +100.0% | 0.14% | – |
| MRNA | New | MODERNA INC COMstock | $459,000 | – | 19,400 | +100.0% | 0.14% | – |
| ADI | New | ANALOG DEVICES INC COMstock | $453,000 | – | 39,748 | +100.0% | 0.13% | – |
| UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $448,000 | – | 19,400 | +100.0% | 0.13% | – |
| YUM | New | YUM BRANDS INC COMstock | $445,000 | – | 4,100 | +100.0% | 0.13% | – |
| AXP | New | AMERICAN EXPRESS CO COMstock | $432,000 | – | 54,532 | +100.0% | 0.13% | – |
| DHR | New | DANAHER CORPORATION COMstock | $424,000 | – | 1,907 | +100.0% | 0.12% | – |
| IBMK | New | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $399,000 | – | 73,970 | +100.0% | 0.12% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $395,000 | – | 3,341 | +100.0% | 0.12% | – |
| WFC | New | WELLS FARGO CO NEW COMstock | $385,000 | – | 12,768 | +100.0% | 0.11% | – |
| WM | New | WASTE MGMT INC DEL COMstock | $383,000 | – | 38,324 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $371,000 | – | 1,600 | +100.0% | 0.11% | – |
| IBML | New | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $370,000 | – | 86,478 | +100.0% | 0.11% | – |
| V | New | VISA INC COM CL Astock | $366,000 | – | 1,672 | +100.0% | 0.11% | – |
| VFC | New | V F CORP COMstock | $359,000 | – | 21,082 | +100.0% | 0.11% | – |
| TT | New | TRANE TECHNOLOGIES PLC SHSstock | $341,000 | – | 2,349 | +100.0% | 0.10% | – |
| MCD | New | MCDONALDS CORP COMstock | $335,000 | – | 1,559 | +100.0% | 0.10% | – |
| VO | New | VANGUARD MID-CAP INDEX FUNDetf | $337,000 | – | 1,632 | +100.0% | 0.10% | – |
| BA | New | BOEING CO COMstock | $335,000 | – | 1,567 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO COMstock | $331,000 | – | 22,195 | +100.0% | 0.10% | – |
| SBUX | New | STARBUCKS CORP COMstock | $302,000 | – | 2,822 | +100.0% | 0.09% | – |
| TXN | New | TEXAS INSTRS INC COMstock | $296,000 | – | 1,806 | +100.0% | 0.09% | – |
| GOOGL | New | ALPHABET INC CAP STK CL Astock | $288,000 | – | 164 | +100.0% | 0.08% | – |
| CVX | New | CHEVRON CORP NEW COMstock | $284,000 | – | 3,366 | +100.0% | 0.08% | – |
| XOM | New | EXXON MOBIL CORP COMstock | $282,000 | – | 38,045 | +100.0% | 0.08% | – |
| LRCX | New | LAM RESEARCH CORP COMstock | $268,000 | – | 567 | +100.0% | 0.08% | – |
| HBNC | New | HORIZON BANCORP INC COMstock | $264,000 | – | 23,328 | +100.0% | 0.08% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $262,000 | – | 5,219 | +100.0% | 0.08% | – |
| USB | New | US BANCORP DEL COM NEWstock | $255,000 | – | 21,433 | +100.0% | 0.08% | – |
| CMCSA | New | COMCAST CORP NEW CL Astock | $249,000 | – | 4,760 | +100.0% | 0.07% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $243,000 | – | 12,400 | +100.0% | 0.07% | – |
| IVV | New | ISHARES CORE S&P 500 ETFetf | $241,000 | – | 643 | +100.0% | 0.07% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETFetf | $232,000 | – | 553 | +100.0% | 0.07% | – |
| YUMC | New | YUM CHINA HLDGS INC COMstock | $228,000 | – | 4,000 | +100.0% | 0.07% | – |
| SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $212,000 | – | 141,196 | +100.0% | 0.06% | – |
| ADP | New | AUTOMATIC DATA PROCESSING INC COMstock | $213,000 | – | 1,209 | +100.0% | 0.06% | – |
| UVSP | New | UNIVEST FINANCIAL CORPORATION COMstock | $214,000 | – | 10,412 | +100.0% | 0.06% | – |
| MPW | New | MEDICAL PPTYS TRUST INC COMreit | $207,000 | – | 9,491 | +100.0% | 0.06% | – |
| ABCB | New | AMERIS BANCORP COMstock | $204,000 | – | 5,350 | +100.0% | 0.06% | – |
| SCZ | New | ISHARES MSCI EAFE SMALL-CAP ETFetf | $200,000 | – | 18,895 | +100.0% | 0.06% | – |
| AMGN | New | AMGEN INC COMstock | $192,000 | – | 18,006 | +100.0% | 0.06% | – |
| IBMM | New | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $193,000 | – | 67,122 | +100.0% | 0.06% | – |
| FHN | New | FIRST HORIZON CORPORATION COMstock | $171,000 | – | 13,400 | +100.0% | 0.05% | – |
| ALC | New | ALCON AG ORD SHSstock | $166,000 | – | 14,603 | +100.0% | 0.05% | – |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $141,000 | – | 25,023 | +100.0% | 0.04% | – |
| AON | New | AON PLC SHS CL Astock | $112,000 | – | 43,635 | +100.0% | 0.03% | – |
| ESGV | New | VANGUARD ESG U.S. STOCK ETFetf | $103,000 | – | 103,431 | +100.0% | 0.03% | – |
| SMB | New | VANECK VECTORS SHORT MUNI ETFetf | $101,000 | – | 101,416 | +100.0% | 0.03% | – |
| FITB | New | FIFTH THIRD BANCORP COMstock | $75,000 | – | 16,010 | +100.0% | 0.02% | – |
| GE | New | GENERAL ELECTRIC CO COMstock | $62,000 | – | 10,120 | +100.0% | 0.02% | – |
| LQD | New | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $34,000 | – | 28,081 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $20,000 | – | 19,678 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD VALUE INDEX FUND | 12 | Q3 2023 | 9.1% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 12 | Q3 2023 | 4.5% |
| VANGUARD GROWTH INDEX FUND | 12 | Q3 2023 | 4.9% |
| MERCK & CO. INC COM | 12 | Q3 2023 | 2.3% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 2.3% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 12 | Q3 2023 | 6.2% |
| JOHNSON & JOHNSON COM | 12 | Q3 2023 | 2.1% |
| CVS HEALTH CORP COM | 12 | Q3 2023 | 2.5% |
| LOWES COS INC COM | 12 | Q3 2023 | 2.3% |
| CITIZENS FINL GROUP INC COM | 12 | Q3 2023 | 2.1% |
View CARY STREET PARTNERS ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View CARY STREET PARTNERS ASSET MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.