Carson Wealth (CWM LLC)
ACC

Carson Wealth (CWM LLC)’s American Campus Communities, Inc. ACC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACC Stock Details ACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69
Closed -$4K – 4334
2022
Q2 		$4K Sell
69
-120
-63% -$7.6K ﹤0.01% 3153
2022
Q1 		$11K Hold
189
– – ﹤0.01% 2456
2021
Q4 		$11K Buy
+189
New +$10.1K ﹤0.01% 2330
2021
Q2 		$16K Hold
334
– – ﹤0.01% 1911
2021
Q1 		$16K Hold
334
– – ﹤0.01% 1911
2020
Q4 		$16K Hold
334
– – ﹤0.01% 1911
2020
Q3 		$16K Hold
334
– – ﹤0.01% 1911
2020
Q2 		$16K Hold
334
– – ﹤0.01% 1911
2020
Q1 		$16K Hold
334
– – ﹤0.01% 1911
2019
Q4 		$16K Hold
334
– – ﹤0.01% 1911
2019
Q3 		$16K Hold
334
– – ﹤0.01% 1911
2019
Q2 		$16K Hold
334
– – ﹤0.01% 1911
2019
Q1 		$16K Buy
+334
New +$15K ﹤0.01% 1911
2018
Q4 		– Sell
-250
Closed -$10K – 2302
2018
Q3 		$10K Buy
+250
New +$10.5K ﹤0.01% 1166
2018
Q1 		– Sell
-398
Closed -$16K – 1573
2017
Q4 		$16K Sell
398
-16
-4% -$684 ﹤0.01% 757
2017
Q3 		$18K Buy
+414
New +$19.6K ﹤0.01% 735

Other funds holding ACC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACC Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of American Campus Communities, Inc. (ACC) in Q3 2022, closing a stake of 69 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in ACC in Q3 2017 and held it in 16 quarters. The position peaked at $18K in Q3 2017. 4 funds tracked by Wall St. Rank hold ACC as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining American Campus Communities, Inc. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 69 American Campus Communities, Inc. shares in Q3 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in American Campus Communities, Inc. in Q3 2017 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s American Campus Communities, Inc. position peaked at $18K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held American Campus Communities, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.