Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cato Corp CATO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22
Closed – – 4923
2024
Q3 		$0 Sell
22
-3,029
-99% -$14.9K ﹤0.01% 4853
2024
Q2 		$17K Buy
3,051
+2,970
+3,667% +$16K ﹤0.01% 3207
2024
Q1 		$0 Buy
81
+13
+19% +$87 ﹤0.01% 4342
2023
Q4 		$0 Sell
68
-18
-21% -$127 ﹤0.01% 4160
2023
Q3 		$1K Buy
+86
New +$685 ﹤0.01% 3937
2023
Q2 		– Sell
-31
Closed – – 4191
2023
Q1 		$0 Sell
31
-73
-70% -$690 ﹤0.01% 4070
2022
Q4 		$1K Buy
104
+1
+1% +$10 ﹤0.01% 3707
2022
Q3 		$1K Sell
103
-397
-79% -$4.49K ﹤0.01% 3606
2022
Q2 		$6K Buy
500
+324
+184% +$4.26K ﹤0.01% 2857
2022
Q1 		$3K Hold
176
– – ﹤0.01% 3008
2021
Q4 		$3K Buy
+176
New +$3.03K ﹤0.01% 2950

Other funds holding CATO

AC
Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CATO Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Cato Corp (CATO) in Q4 2024, closing a stake of 22 shares.

Carson Wealth (CWM LLC) first reported a position in CATO in Q4 2021 and held it in 11 quarters. The position peaked at $17K in Q2 2024. 56 funds tracked by Wall St. Rank hold CATO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Cato Corp position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22 Cato Corp shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Cato Corp in Q4 2021 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Cato Corp position peaked at $17K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Cato Corp as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.