Carolinas Wealth Consulting’s TMC The Metals Company TMC Stock Holding History

Carolinas Wealth Consulting’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$818	–	1055
2023 Q3	$818	Hold	1,000	–	–	﹤0.01%	867
2023 Q2	$1.63K	Hold	1,000	–	–	﹤0.01%	842
2023 Q1	$829	Hold	1,000	–	–	﹤0.01%	923
2022 Q4	$770	Hold	1,000	–	–	﹤0.01%	943
2022 Q3	$1K	Hold	1,000	–	–	﹤0.01%	857
2022 Q2	$1K	Hold	1,000	–	–	﹤0.01%	864
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	775
2021 Q4	$2K	Hold	1,000	–	–	﹤0.01%	851
2021 Q3	$5K	Hold	1,000	–	–	﹤0.01%	683
2021 Q2	$10K	Hold	1,000	–	–	﹤0.01%	610
2021 Q1	$10K	Buy	+1,000	New	+$10.9K	﹤0.01%	618

Other funds holding TMC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

ACM

AUA Capital Management Camp Hill, Pennsylvania $216M AUM 19.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's TMC Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of TMC The Metals Company (TMC) in Q4 2023, closing a stake of 1,000 shares — an estimated $818 sold.

Carolinas Wealth Consulting first reported a position in TMC in Q1 2021 and held it in 11 quarters. The position peaked at $10K in Q2 2021. 78 funds tracked by Wall St. Rank hold TMC as of Q4 2023.

Carolinas Wealth Consulting reported no remaining TMC The Metals Company position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,000 TMC The Metals Company shares in Q4 2023, an estimated $818.
Carolinas Wealth Consulting first reported a position in TMC The Metals Company in Q1 2021 and held it in 11 quarters.
Carolinas Wealth Consulting's TMC The Metals Company position peaked at $10K in Q2 2021.
78 funds tracked by Wall St. Rank held TMC The Metals Company as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.