Carson Wealth (CWM LLC)
DADA

Carson Wealth (CWM LLC)’s Dada Nexus DADA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DADA Stock Details DADA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-119
Closed -$1K – 3841
2022
Q1 		$1K Sell
119
-104
-47% -$1.01K ﹤0.01% 3324
2021
Q4 		$3K Buy
+223
New +$4.3K ﹤0.01% 2958

Other funds holding DADA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DADA Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Dada Nexus (DADA) in Q2 2022, closing a stake of 119 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DADA in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 95 funds tracked by Wall St. Rank hold DADA as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Dada Nexus position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 119 Dada Nexus shares in Q2 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Dada Nexus in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Dada Nexus position peaked at $3K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Dada Nexus as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.