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Carolinas Wealth Consulting’s Latham Group SWIM Stock Holding History

Carolinas Wealth Consulting’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-524
Closed -$1.94K – 1110
2023
Q2 		$1.94K Hold
524
– – ﹤0.01% 816
2023
Q1 		$1.5K Hold
524
– – ﹤0.01% 847
2022
Q4 		$1.69K Hold
524
– – ﹤0.01% 827
2022
Q3 		$2K Hold
524
– – ﹤0.01% 780
2022
Q2 		$4K Hold
524
– – ﹤0.01% 698
2022
Q1 		$7K Hold
524
– – ﹤0.01% 667
2021
Q4 		$13K Hold
524
– – ﹤0.01% 581
2021
Q3 		$9K Buy
524
+169
+48% +$3.94K ﹤0.01% 599
2021
Q2 		$11K Buy
+355
New +$10.4K ﹤0.01% 602

Other funds holding SWIM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Carolinas Wealth Consulting's SWIM Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Latham Group (SWIM) in Q3 2023, closing a stake of 524 shares — an estimated $1.94K sold.

Carolinas Wealth Consulting first reported a position in SWIM in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 107 funds tracked by Wall St. Rank hold SWIM as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Latham Group position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 524 Latham Group shares in Q3 2023, an estimated $1.94K.
  • Carolinas Wealth Consulting first reported a position in Latham Group in Q2 2021 and held it in 9 quarters.
  • Carolinas Wealth Consulting's Latham Group position peaked at $13K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Latham Group as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.