Carson Wealth (CWM LLC)
AIMC

Carson Wealth (CWM LLC)’s Altra Industrial Motion Corp AIMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-593
Closed -$35K – 4468
2022
Q4 		$35K Buy
593
+292
+97% +$15.3K ﹤0.01% 1989
2022
Q3 		$10K Buy
301
+190
+171% +$7.26K ﹤0.01% 2718
2022
Q2 		$4K Buy
111
+33
+42% +$1.23K ﹤0.01% 3149
2022
Q1 		$3K Hold
78
– – ﹤0.01% 3111
2021
Q4 		$4K Buy
+78
New +$4.28K ﹤0.01% 2920
2021
Q2 		$5K Hold
78
– – ﹤0.01% 2394
2021
Q1 		$5K Hold
78
– – ﹤0.01% 2394
2020
Q4 		$5K Hold
78
– – ﹤0.01% 2394
2020
Q3 		$5K Hold
78
– – ﹤0.01% 2393
2020
Q2 		$5K Hold
78
– – ﹤0.01% 2389
2020
Q1 		$5K Hold
78
– – ﹤0.01% 2389
2019
Q4 		$5K Hold
78
– – ﹤0.01% 2389
2019
Q3 		$5K Hold
78
– – ﹤0.01% 2389
2019
Q2 		$5K Hold
78
– – ﹤0.01% 2389
2019
Q1 		$5K Buy
+78
New +$2.36K ﹤0.01% 2388

Other funds holding AIMC

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AIMC Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Altra Industrial Motion Corp (AIMC) in Q1 2023, closing a stake of 593 shares — an estimated $35K sold.

Carson Wealth (CWM LLC) first reported a position in AIMC in Q1 2019 and held it in 15 quarters. The position peaked at $35K in Q4 2022. 3 funds tracked by Wall St. Rank hold AIMC as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Altra Industrial Motion Corp position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 593 Altra Industrial Motion Corp shares in Q1 2023, an estimated $35K.
  • Carson Wealth (CWM LLC) first reported a position in Altra Industrial Motion Corp in Q1 2019 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Altra Industrial Motion Corp position peaked at $35K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.