Carson Wealth (CWM LLC)
BAK icon

Carson Wealth (CWM LLC)’s Braskem BAK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAK Stock Details BAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-620
Closed -$6K – 4040
2022
Q4 		$6K Buy
+620
New +$6.9K ﹤0.01% 3052
2022
Q2 		– Sell
-107
Closed -$2K – 3769
2022
Q1 		$2K Hold
107
– – ﹤0.01% 3131
2021
Q4 		$2K Buy
+107
New +$2.12K ﹤0.01% 3089

Other funds holding BAK

NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM

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

Carson Wealth (CWM LLC) sold out of Braskem (BAK) in Q1 2023, closing a stake of 620 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in BAK in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2022. 53 funds tracked by Wall St. Rank hold BAK as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Braskem position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 620 Braskem shares in Q1 2023, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Braskem in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Braskem position peaked at $6K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Braskem as of Q1 2023.

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