Carson Wealth (CWM LLC)’s CXApp CXAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-777	Closed	-$1K	–	4948
2024 Q3	$1K	Buy	777 +744	+2,255%	+$1.55K	﹤0.01%	4548
2024 Q2	$0	Buy	+33	New	+$109	﹤0.01%	4644

Other funds holding CXAI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXAI Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of CXApp (CXAI) in Q4 2024, closing a stake of 777 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CXAI in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q3 2024. 36 funds tracked by Wall St. Rank hold CXAI as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining CXApp position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 777 CXApp shares in Q4 2024, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in CXApp in Q2 2024 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s CXApp position peaked at $1K in Q3 2024.
36 funds tracked by Wall St. Rank held CXApp as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.