Carson Wealth (CWM LLC)
CMAX

Carson Wealth (CWM LLC)’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMAX Stock Details CMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-77
Closed – – 5313
2024
Q2 		$0 Sell
77
-1,058
-93% -$3.3K ﹤0.01% 5100
2024
Q1 		$5K Buy
+1,135
New +$9.54K ﹤0.01% 3717

Other funds holding CMAX

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CMAX Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q3 2024, closing a stake of 77 shares.

Carson Wealth (CWM LLC) first reported a position in CMAX in Q1 2024 and held it in 2 quarters. The position peaked at $5K in Q1 2024. 21 funds tracked by Wall St. Rank hold CMAX as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining CareMax, Inc. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 77 CareMax, Inc. Class A Common Stock shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in CareMax, Inc. Class A Common Stock in Q1 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s CareMax, Inc. Class A Common Stock position peaked at $5K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.