Carson Wealth (CWM LLC)
BFI

Carson Wealth (CWM LLC)’s BurgerFi International, Inc. Common Stock BFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFI Stock Details BFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,000
Closed -$1K – 5030
2024
Q1 		$1K Sell
2,000
-704
-26% -$465 ﹤0.01% 4263
2023
Q4 		$2K Hold
2,704
– – ﹤0.01% 3868
2023
Q3 		$3K Buy
+2,704
New +$4.19K ﹤0.01% 3734
2023
Q2 		– Sell
-492
Closed -$1K – 4519
2023
Q1 		$1K Buy
+492
New +$741 ﹤0.01% 3979

Other funds holding BFI

LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BFI Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of BurgerFi International, Inc. Common Stock (BFI) in Q2 2024, closing a stake of 2,000 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BFI in Q1 2023 and held it in 4 quarters. The position peaked at $3K in Q3 2023. 30 funds tracked by Wall St. Rank hold BFI as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining BurgerFi International, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,000 BurgerFi International, Inc. Common Stock shares in Q2 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in BurgerFi International, Inc. Common Stock in Q1 2023 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s BurgerFi International, Inc. Common Stock position peaked at $3K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held BurgerFi International, Inc. Common Stock as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.