Carson Wealth (CWM LLC)
CISO

Carson Wealth (CWM LLC)’s CISO Global CISO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed – – 4079
2022
Q4 		$0 Buy
+5
New +$227 ﹤0.01% 3990
2022
Q3 		– Sell
-3
Closed – – 3941
2022
Q2 		$0 Buy
+3
New +$233 ﹤0.01% 3815

Other funds holding CISO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $198M AUM 11.06% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CISO Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of CISO Global (CISO) in Q1 2023, closing a stake of 5 shares.

Carson Wealth (CWM LLC) first reported a position in CISO in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 49 funds tracked by Wall St. Rank hold CISO as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining CISO Global position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5 CISO Global shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in CISO Global in Q2 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s CISO Global position peaked at $0 in Q4 2022.
  • 49 funds tracked by Wall St. Rank held CISO Global as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.