Carson Wealth (CWM LLC)
BBBY

Carson Wealth (CWM LLC)’s Bed Bath & Beyond Inc BBBY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed – – 4594
2023
Q1 		$0 Sell
100
-269
-73% -$554 ﹤0.01% 4460
2022
Q4 		$1K Buy
369
+27
+8% +$106 ﹤0.01% 3924
2022
Q3 		$2K Buy
342
+107
+46% +$872 ﹤0.01% 3580
2022
Q2 		$1K Sell
235
-113
-32% -$1.31K ﹤0.01% 3720
2022
Q1 		$8K Buy
348
+206
+145% +$3.58K ﹤0.01% 2660
2021
Q4 		$2K Buy
+142
New +$2.48K ﹤0.01% 3223
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2591
2021
Q1 		$3K Hold
100
– – ﹤0.01% 2589
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2589
2020
Q3 		$3K Hold
100
– – ﹤0.01% 2588
2020
Q2 		$3K Hold
100
– – ﹤0.01% 2587
2020
Q1 		$3K Hold
100
– – ﹤0.01% 2585
2019
Q4 		$3K Hold
100
– – ﹤0.01% 2584
2019
Q3 		$3K Hold
100
– – ﹤0.01% 2584
2019
Q2 		$3K Hold
100
– – ﹤0.01% 2584
2019
Q1 		$3K Buy
+100
New +$1.51K ﹤0.01% 2583
2018
Q3 		– Sell
-55
Closed -$1K – 2030
2018
Q2 		$1K Sell
55
-52
-49% -$971 ﹤0.01% 1633
2018
Q1 		$2K Buy
+107
New +$2.36K ﹤0.01% 1219
2016
Q3 		– Sell
-200
Closed -$9K – 1088
2016
Q2 		$9K Buy
200
+100
+100% +$4.53K ﹤0.01% 568
2016
Q1 		$5K Hold
100
– – ﹤0.01% 606
2015
Q4 		$5K Hold
100
– – ﹤0.01% 530
2015
Q3 		$6K Buy
+100
New +$6.38K ﹤0.01% 488
2014
Q1 		– Sell
-238
Closed -$19K – 522
2013
Q4 		$19K Hold
238
– – ﹤0.01% 380
2013
Q3 		$18K Buy
+238
New +$17.8K ﹤0.01% 279

Other funds holding BBBY

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBBY Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2023, closing a stake of 100 shares.

Carson Wealth (CWM LLC) first reported a position in BBBY in Q3 2013 and held it in 24 quarters. The position peaked at $19K in Q4 2013. 18 funds tracked by Wall St. Rank hold BBBY as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Bed Bath & Beyond Inc position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Bed Bath & Beyond Inc shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in Bed Bath & Beyond Inc in Q3 2013 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s Bed Bath & Beyond Inc position peaked at $19K in Q4 2013.
  • 18 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.