Carson Wealth (CWM LLC)’s Agora API Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-54	Closed	-$1K	–	3505
2021 Q4	$1K	Buy	+54	New	+$1.2K	﹤0.01%	3240

Other funds holding API

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s API Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Agora (API) in Q1 2022, closing a stake of 54 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in API in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 92 funds tracked by Wall St. Rank hold API as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Agora position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 54 Agora shares in Q1 2022, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Agora in Q4 2021 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Agora position peaked at $1K in Q4 2021.
92 funds tracked by Wall St. Rank held Agora as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.