Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Criteo CRTO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRTO Stock Details CRTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36	Buy	+2	New	+$38	﹤0.01%	5615
2025 Q1	–	Sell	-50	Closed	-$2K	–	5072
2024 Q4	$2K	Sell	50 -2	-4%	-$80	﹤0.01%	4517
2024 Q3	$2K	Buy	52 +2	+4%	+$88	﹤0.01%	4370
2024 Q2	$2K	Hold	50	–	–	﹤0.01%	4182
2024 Q1	$2K	Hold	50	–	–	﹤0.01%	3953
2023 Q4	$1K	Buy	50 +45	+900%	+$1.17K	﹤0.01%	3923
2023 Q3	$0	Hold	5	–	–	﹤0.01%	4226
2023 Q2	$0	Hold	5	–	–	﹤0.01%	4209
2023 Q1	$0	Sell	5 -222	-98%	-$6.85K	﹤0.01%	4090
2022 Q4	$6K	Hold	227	–	–	﹤0.01%	3061
2022 Q3	$6K	Hold	227	–	–	﹤0.01%	2955
2022 Q2	$6K	Buy	+227	New	+$5.77K	﹤0.01%	2864
2019 Q1	–	Sell	-160	Closed	-$4K	–	2986
2018 Q4	$4K	Hold	160	–	–	﹤0.01%	1582
2018 Q3	$4K	Hold	160	–	–	﹤0.01%	1382
2018 Q2	$5K	Hold	160	–	–	﹤0.01%	1186
2018 Q1	$4K	Hold	160	–	–	﹤0.01%	1037
2017 Q4	$4K	Hold	160	–	–	﹤0.01%	1123
2017 Q3	$7K	Buy	+160	New	+$7.63K	﹤0.01%	984

Other funds holding CRTO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

BlueCrest Capital Management St Helier, Jersey $1.06B AUM 20.01% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return