Carson Wealth (CWM LLC)
CEI

Carson Wealth (CWM LLC)’s Camber Energy, Inc CEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CEI Stock Details CEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,112
Closed – – 4894
2023
Q4 		$0 Hold
1,112
– – ﹤0.01% 4671
2023
Q3 		$0 Buy
+1,112
New +$638 ﹤0.01% 4682

Other funds holding CEI

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CEI Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Camber Energy, Inc (CEI) in Q1 2024, closing a stake of 1,112 shares.

Carson Wealth (CWM LLC) first reported a position in CEI in Q3 2023 and held it in 2 quarters. The position peaked at $0 in Q4 2023. 36 funds tracked by Wall St. Rank hold CEI as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Camber Energy, Inc position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,112 Camber Energy, Inc shares in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in Camber Energy, Inc in Q3 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Camber Energy, Inc position peaked at $0 in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Camber Energy, Inc as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.