Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Angi Inc ANGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ANGI Stock Details ANGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.7K Buy
9,150
+6,369
+229% +$63.8K ﹤0.01% 3640
2025
Q4 		$36K Sell
2,781
-10,537
-79% -$136K ﹤0.01% 3826
2025
Q3 		$217K Sell
13,318
-2,085
-14% -$35.7K ﹤0.01% 2375
2025
Q2 		$235K Buy
15,403
+14,957
+3,354% +$216K ﹤0.01% 2034
2025
Q1 		$7K Buy
+446
New +$7.6K ﹤0.01% 4260
2024
Q4 		– Sell
-7
Closed – – 4886
2024
Q3 		$0 Sell
7
-27
-79% -$650 ﹤0.01% 4801
2024
Q2 		$1K Buy
34
+32
+1,600% +$692 ﹤0.01% 4301
2024
Q1 		$0 Buy
+2
New +$51 ﹤0.01% 4291
2023
Q4 		– Sell
-50
Closed -$1K – 4107
2023
Q3 		$1K Hold
50
– – ﹤0.01% 3913
2023
Q2 		$2K Buy
+50
New +$1.4K ﹤0.01% 3744
2014
Q1 		– Sell
-270
Closed -$41K – 162
2013
Q4 		$41K Buy
270
+57
+27% +$8.14K 0.01% 285
2013
Q3 		$48K Buy
+213
New +$49.6K 0.01% 190

Other funds holding ANGI

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SM
Soapstone Management Bethesda, Maryland $140M AUM 25.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return