Carson Wealth (CWM LLC)
AGPU

Carson Wealth (CWM LLC)’s Axe Compute Inc AGPU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGPU Stock Details AGPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– – – 4433
2023
Q3 		– Hold
0
– – – 4463
2023
Q2 		– Hold
0
– – – 4401
2023
Q1 		– Hold
0
– – – 4280
2022
Q4 		– Sell
-29
Closed -$2.87K – 4186
2022
Q3 		$3K Hold
29
– – ﹤0.01% 3348
2022
Q2 		$4K Hold
29
– – ﹤0.01% 3118
2022
Q1 		$8K Hold
29
– – ﹤0.01% 2633
2021
Q4 		$8K Buy
+29
New +$9.75K ﹤0.01% 2493

Other funds holding AGPU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCM
RB Capital Management Reno, Nevada $471M AUM 18.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGPU Position: Q4 2023 in Review

Carson Wealth (CWM LLC) held its Axe Compute Inc (AGPU) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4433.

Carson Wealth (CWM LLC) first reported a position in AGPU in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 15 funds tracked by Wall St. Rank hold AGPU as of Q4 2023.

  • Carson Wealth (CWM LLC) held 0 shares of Axe Compute Inc worth $0 as of Q4 2023.
  • Carson Wealth (CWM LLC) left its Axe Compute Inc share count unchanged in Q4 2023.
  • Axe Compute Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q4 2023, its #4433 holding.
  • Carson Wealth (CWM LLC) first reported a position in Axe Compute Inc in Q4 2021 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Axe Compute Inc position peaked at $8K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Axe Compute Inc as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.