Carson Wealth (CWM LLC)
BANX

Carson Wealth (CWM LLC)’s ArrowMark Financial BANX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,500
Closed -$25K – 4177
2023
Q2 		$25K Buy
+1,500
New +$25.4K ﹤0.01% 2470

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BANX Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of ArrowMark Financial (BANX) in Q3 2023, closing a stake of 1,500 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in BANX in Q2 2023 and held it in 1 quarter. The position peaked at $25K in Q2 2023. 26 funds tracked by Wall St. Rank hold BANX as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining ArrowMark Financial position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,500 ArrowMark Financial shares in Q3 2023, an estimated $25K.
  • Carson Wealth (CWM LLC) first reported a position in ArrowMark Financial in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ArrowMark Financial position peaked at $25K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.