Carson Wealth (CWM LLC)
BWEN icon

Carson Wealth (CWM LLC)’s Broadwind BWEN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1K Hold
300
– – ﹤0.01% 2763
2021
Q1 		$1K Hold
300
– – ﹤0.01% 2763
2020
Q4 		$1K Hold
300
– – ﹤0.01% 2763
2020
Q3 		$1K Hold
300
– – ﹤0.01% 2763
2020
Q2 		$1K Hold
300
– – ﹤0.01% 2763
2020
Q1 		$1K Hold
300
– – ﹤0.01% 2762
2019
Q4 		$1K Hold
300
– – ﹤0.01% 2762
2019
Q3 		$1K Hold
300
– – ﹤0.01% 2762
2019
Q2 		$1K Hold
300
– – ﹤0.01% 2762
2019
Q1 		$1K Sell
300
-300
-50% -$467 ﹤0.01% 2762
2018
Q4 		$1K Buy
+600
New +$1.07K ﹤0.01% 1848

Other funds holding BWEN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BWEN Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Broadwind (BWEN) position steady in Q2 2021 at 300 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Carson Wealth (CWM LLC) first reported a position in BWEN in Q4 2018 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold BWEN as of Q2 2021.

  • Carson Wealth (CWM LLC) held 300 shares of Broadwind worth $1K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Broadwind share count unchanged in Q2 2021.
  • Broadwind made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2763 holding.
  • Carson Wealth (CWM LLC) first reported a position in Broadwind in Q4 2018 and has held it in 11 quarters since.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.