Carson Wealth (CWM LLC)
BTM

Carson Wealth (CWM LLC)’s Bitcoin Depot BTM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTM Stock Details BTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14
Closed – – 4154
2023
Q3 		$0 Buy
+14
New +$310 ﹤0.01% 4198

Other funds holding BTM

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
CM
Cohanzick Management Pleasantville, New York $231M AUM 3.17% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTM Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Bitcoin Depot (BTM) in Q4 2023, closing a stake of 14 shares.

Carson Wealth (CWM LLC) first reported a position in BTM in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 31 funds tracked by Wall St. Rank hold BTM as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Bitcoin Depot position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 14 Bitcoin Depot shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Bitcoin Depot in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Bitcoin Depot position peaked at $0 in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Bitcoin Depot as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.