Carson Wealth (CWM LLC)’s Alum Corp of China Ltd ACH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-404	Closed	-$4K	–	4327
2022 Q2	$4K	Buy	404 +223	+123%	+$2.55K	﹤0.01%	3151
2022 Q1	$3K	Buy	181 +14	+8%	+$213	﹤0.01%	3115
2021 Q4	$2K	Buy	+167	New	+$2.46K	﹤0.01%	3228

Other funds holding ACH

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Alum Corp of China Ltd (ACH) in Q3 2022, closing a stake of 404 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in ACH in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 5 funds tracked by Wall St. Rank hold ACH as of Q3 2022.

Carson Wealth (CWM LLC) reported no remaining Alum Corp of China Ltd position as of Q3 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 404 Alum Corp of China Ltd shares in Q3 2022, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Alum Corp of China Ltd in Q4 2021 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Alum Corp of China Ltd position peaked at $4K in Q2 2022.
5 funds tracked by Wall St. Rank held Alum Corp of China Ltd as of Q3 2022.

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