Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Comtech Telecommunications CMTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMTL Stock Details CMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-119
Closed -$1K – 4935
2024
Q3 		$1K Sell
119
-431
-78% -$1.41K ﹤0.01% 4538
2024
Q2 		$2K Buy
+550
New +$1.3K ﹤0.01% 4178
2024
Q1 		– Sell
-13
Closed – – 4364
2023
Q4 		$0 Sell
13
-12
-48% -$125 ﹤0.01% 4179
2023
Q3 		$0 Sell
25
-341
-93% -$3.18K ﹤0.01% 4220
2023
Q2 		$3K Sell
366
-282
-44% -$3.03K ﹤0.01% 3613
2023
Q1 		$8K Buy
648
+98
+18% +$1.4K ﹤0.01% 3063
2022
Q4 		$7K Sell
550
-56
-9% -$632 ﹤0.01% 2986
2022
Q3 		$6K Buy
606
+324
+115% +$3.57K ﹤0.01% 2952
2022
Q2 		$3K Buy
282
+266
+1,663% +$3.32K ﹤0.01% 3172
2022
Q1 		$0 Sell
16
-58
-78% -$1.14K ﹤0.01% 3558
2021
Q4 		$2K Buy
+74
New +$1.81K ﹤0.01% 3099

Other funds holding CMTL

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCM
Clearfield Capital Management New York $143M AUM 158.48% 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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Comtech Telecommunications (CMTL) in Q4 2024, closing a stake of 119 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CMTL in Q4 2021 and held it in 11 quarters. The position peaked at $8K in Q1 2023. 71 funds tracked by Wall St. Rank hold CMTL as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Comtech Telecommunications position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 119 Comtech Telecommunications shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Comtech Telecommunications in Q4 2021 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Comtech Telecommunications position peaked at $8K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Comtech Telecommunications as of Q4 2024.

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