Carson Wealth (CWM LLC)
BALY icon

Carson Wealth (CWM LLC)’s Bally's BALY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BALY Stock Details BALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.91K Buy
821
+279
+51% +$3.98K ﹤0.01% 4868
2025
Q4 		$9K Buy
542
+151
+39% +$2.47K ﹤0.01% 4580
2025
Q3 		$4K Buy
+391
New +$3.93K ﹤0.01% 4787
2025
Q2 		– Sell
-1
Closed – – 5113
2025
Q1 		$0 Sell
1
-787
-100% -$13.2K ﹤0.01% 5049
2024
Q4 		$14K Buy
788
+88
+13% +$1.55K ﹤0.01% 3660
2024
Q3 		$12K Buy
700
+10
+1% +$160 ﹤0.01% 3659
2024
Q2 		$8K Sell
690
-50
-7% -$639 ﹤0.01% 3646
2024
Q1 		$10K Buy
740
+85
+13% +$989 ﹤0.01% 3311
2023
Q4 		$9K Buy
655
+602
+1,136% +$6.75K ﹤0.01% 3223
2023
Q3 		$1K Hold
53
– – ﹤0.01% 3927
2023
Q2 		$1K Buy
53
+40
+308% +$645 ﹤0.01% 3906
2023
Q1 		$0 Buy
+13
New +$255 ﹤0.01% 4041
2022
Q4 		– Sell
-8
Closed – – 3965
2022
Q3 		$0 Hold
8
– – ﹤0.01% 3901
2022
Q2 		$0 Buy
+8
New +$207 ﹤0.01% 3770

Other funds holding BALY

SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return