Carson Wealth (CWM LLC)
ASAI

Carson Wealth (CWM LLC)’s Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) ASAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASAI Stock Details ASAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,563
Closed -$7K – 5282
2024
Q4 		$7K Sell
1,563
-1,064
-41% -$6.21K ﹤0.01% 4090
2024
Q3 		$18K Buy
2,627
+1,983
+308% +$17.6K ﹤0.01% 3445
2024
Q2 		$6K Sell
644
-1,284
-67% -$15.9K ﹤0.01% 3828
2024
Q1 		$28K Buy
1,928
+167
+9% +$2.37K ﹤0.01% 2690
2023
Q4 		$24K Buy
1,761
+286
+19% +$3.57K ﹤0.01% 2668
2023
Q3 		$18K Buy
1,475
+519
+54% +$6.81K ﹤0.01% 2770
2023
Q2 		$14K Buy
956
+940
+5,875% +$12K ﹤0.01% 2896
2023
Q1 		$0 Buy
+16
New +$283 ﹤0.01% 4391

Other funds holding ASAI

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) (ASAI) in Q1 2025, closing a stake of 1,563 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in ASAI in Q1 2023 and held it in 8 quarters. The position peaked at $28K in Q1 2024. 10 funds tracked by Wall St. Rank hold ASAI as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,563 Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) shares in Q1 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) in Q1 2023 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) position peaked at $28K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) as of Q1 2025.

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