Carson Wealth (CWM LLC)’s Carnival PLC CUK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30	Closed	-$1K	–	5076
2024 Q4	$1K	Buy	+30	New	+$637	﹤0.01%	4682
2023 Q3	–	Sell	-152	Closed	-$3K	–	4228
2023 Q2	$3K	Hold	152	–	–	﹤0.01%	3617
2023 Q1	$1K	Hold	152	–	–	﹤0.01%	3801
2022 Q4	$1K	Hold	152	–	–	﹤0.01%	3718
2022 Q3	$1K	Hold	152	–	–	﹤0.01%	3620
2022 Q2	$1K	Buy	+152	New	+$2.05K	﹤0.01%	3514
2019 Q1	–	Sell	-22,187	Closed	-$1.08M	–	2989
2018 Q4	$1.08M	Buy	22,187 +18,079	+440%	+$1.02M	0.03%	372
2018 Q3	$259K	Buy	4,108 +3,993	+3,472%	+$241K	0.01%	473
2018 Q2	$7K	Buy	115 +98	+576%	+$6.31K	﹤0.01%	1098
2018 Q1	$1K	Buy	+17	New	+$1.15K	﹤0.01%	1259
2017 Q1	–	Sell	-62	Closed	-$3K	–	1199
2016 Q4	$3K	Buy	+62	New	+$3.09K	﹤0.01%	917

Other funds holding CUK

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CUK Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Carnival PLC (CUK) in Q1 2025, closing a stake of 30 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CUK in Q4 2016 and held it in 11 quarters. The position peaked at $1.08M in Q4 2018. 118 funds tracked by Wall St. Rank hold CUK as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining Carnival PLC position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 30 Carnival PLC shares in Q1 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Carnival PLC in Q4 2016 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Carnival PLC position peaked at $1.08M in Q4 2018.
118 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.