Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CPI Aerostructures CVU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$3K – 4196
2023
Q3 		$3K Buy
+1,000
New +$3.68K ﹤0.01% 3649

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSEDCP
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Renaissance Technologies
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FCM
Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of CPI Aerostructures (CVU) in Q4 2023, closing a stake of 1,000 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in CVU in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 21 funds tracked by Wall St. Rank hold CVU as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining CPI Aerostructures position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 CPI Aerostructures shares in Q4 2023, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in CPI Aerostructures in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s CPI Aerostructures position peaked at $3K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held CPI Aerostructures as of Q4 2023.

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