Carson Wealth (CWM LLC)
DBD

Carson Wealth (CWM LLC)’s Diebold Nixdorf Incorporated DBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,836
Closed -$4K – 4364
2022
Q3 		$4K Buy
1,836
+308
+20% +$1.03K ﹤0.01% 3249
2022
Q2 		$3K Buy
1,528
+1,508
+7,540% +$5.62K ﹤0.01% 3278
2022
Q1 		$0 Sell
20
-602
-97% -$5.15K ﹤0.01% 3991
2021
Q4 		$6K Buy
+622
New +$5.78K ﹤0.01% 2682
2017
Q1 		– Sell
-115
Closed -$3K – 1349
2016
Q4 		$3K Buy
+115
New +$2.71K ﹤0.01% 948

Other funds holding DBD

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBD Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2022, closing a stake of 1,836 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in DBD in Q4 2016 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 148 funds tracked by Wall St. Rank hold DBD as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Diebold Nixdorf Incorporated position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,836 Diebold Nixdorf Incorporated shares in Q4 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Diebold Nixdorf Incorporated in Q4 2016 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Diebold Nixdorf Incorporated position peaked at $6K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.