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% 3559
2021
Q4 		$2K Buy
+74
New +$1.81K ﹤0.01% 3099

Other funds holding CMTL

NIM
Needham Investment Management New York $1.96B AUM 101.23% 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 $50.9B AUM 42.89% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCM
Clearfield Capital Management New York $182M AUM 84.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
QF
QVT Financial New York $1.27B AUM 148.1% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return