Carson Wealth (CWM LLC)
ALTM

Carson Wealth (CWM LLC)’s Arcadium Lithium plc ALTM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALTM Stock Details ALTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,261
Closed -$130K – 5261
2024
Q4 		$130K Buy
25,261
+685
+3% +$3.5K ﹤0.01% 2111
2024
Q3 		$70K Buy
24,576
+6,278
+34% +$18.2K ﹤0.01% 2444
2024
Q2 		$61K Buy
+18,298
New +$76.5K ﹤0.01% 2339

Other funds holding ALTM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALTM Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Arcadium Lithium plc (ALTM) in Q1 2025, closing a stake of 25,261 shares — an estimated $130K sold.

Carson Wealth (CWM LLC) first reported a position in ALTM in Q2 2024 and held it in 3 quarters. The position peaked at $130K in Q4 2024. 6 funds tracked by Wall St. Rank hold ALTM as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Arcadium Lithium plc position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 25,261 Arcadium Lithium plc shares in Q1 2025, an estimated $130K.
  • Carson Wealth (CWM LLC) first reported a position in Arcadium Lithium plc in Q2 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Arcadium Lithium plc position peaked at $130K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Arcadium Lithium plc as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.