Carson Wealth (CWM LLC)
BFX

Carson Wealth (CWM LLC)’s BowFlex Inc. BFX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed – – 4544
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4419
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4328
2022
Q3 		$0 Buy
+1
New +$2 ﹤0.01% 4260
2021
Q2 		$43K Hold
2,548
– – ﹤0.01% 1462
2021
Q1 		$43K Hold
2,548
– – ﹤0.01% 1462
2020
Q4 		$43K Hold
2,548
– – ﹤0.01% 1462
2020
Q3 		$43K Hold
2,548
– – ﹤0.01% 1462
2020
Q2 		$43K Hold
2,548
– – ﹤0.01% 1462
2020
Q1 		$43K Hold
2,548
– – ﹤0.01% 1462
2019
Q4 		$43K Hold
2,548
– – ﹤0.01% 1462
2019
Q3 		$43K Hold
2,548
– – ﹤0.01% 1461
2019
Q2 		$43K Hold
2,548
– – ﹤0.01% 1461
2019
Q1 		$43K Buy
+2,548
New +$19.7K ﹤0.01% 1461

Other funds holding BFX

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of BowFlex Inc. (BFX) in Q2 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in BFX in Q1 2019 and held it in 13 quarters. The position peaked at $43K in Q2 2021. 56 funds tracked by Wall St. Rank hold BFX as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining BowFlex Inc. position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 BowFlex Inc. share in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in BowFlex Inc. in Q1 2019 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s BowFlex Inc. position peaked at $43K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held BowFlex Inc. as of Q2 2023.

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