CWC
BOOM icon

Carolinas Wealth Consulting’s DMC Global BOOM Stock Holding History

Carolinas Wealth Consulting’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36
Closed -$678 – 1053
2023
Q4 		$678 Sell
36
-2
-5% -$37 ﹤0.01% 879
2023
Q3 		$720 Sell
38
-1
-3% -$22 ﹤0.01% 883
2023
Q2 		$693 Sell
39
-7
-15% -$127 ﹤0.01% 950
2023
Q1 		$1.01K Hold
46
– – ﹤0.01% 893
2022
Q4 		$894 Buy
46
+1
+2% +$18 ﹤0.01% 909
2022
Q3 		$1K Hold
45
– – ﹤0.01% 797
2022
Q2 		$1K Hold
45
– – ﹤0.01% 796
2022
Q1 		$1K Hold
45
– – ﹤0.01% 825
2021
Q4 		$2K Buy
45
+5
+13% +$199 ﹤0.01% 808
2021
Q3 		$1K Hold
40
– – ﹤0.01% 832
2021
Q2 		$2K Sell
40
-1
-2% -$55 ﹤0.01% 792
2021
Q1 		$2K Buy
41
+1
+3% +$57 ﹤0.01% 798
2020
Q4 		$2K Sell
40
-6
-13% -$237 ﹤0.01% 732
2020
Q3 		$2K Buy
+46
New +$1.45K ﹤0.01% 681

Other funds holding BOOM

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return