Carson Wealth (CWM LLC)
CURO

Carson Wealth (CWM LLC)’s CURO Group Holdings Corp. CURO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CURO Stock Details CURO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-94
Closed – – 4625
2023
Q3 		$0 Sell
94
-187
-67% -$251 ﹤0.01% 4623
2023
Q2 		$0 Buy
+281
New +$431 ﹤0.01% 4541
2022
Q4 		– Sell
-497
Closed -$2K – 4325
2022
Q3 		$2K Sell
497
-1,847
-79% -$11.9K ﹤0.01% 3576
2022
Q2 		$13K Buy
+2,344
New +$21.5K ﹤0.01% 2444

Other funds holding CURO

LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
OCP
OCO Capital Partners New York $408M AUM 141.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CURO Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of CURO Group Holdings Corp. (CURO) in Q4 2023, closing a stake of 94 shares.

Carson Wealth (CWM LLC) first reported a position in CURO in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q2 2022. 39 funds tracked by Wall St. Rank hold CURO as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining CURO Group Holdings Corp. position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 94 CURO Group Holdings Corp. shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in CURO Group Holdings Corp. in Q2 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s CURO Group Holdings Corp. position peaked at $13K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held CURO Group Holdings Corp. as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.