Carson Wealth (CWM LLC)
DM

Carson Wealth (CWM LLC)’s Desktop Metal, Inc. DM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed – – 5385
2025
Q1 		$0 Hold
36
– – ﹤0.01% 5255
2024
Q4 		$0 Buy
36
+23
+177% +$97 ﹤0.01% 5233
2024
Q3 		$0 Sell
13
-822
-98% -$3.77K ﹤0.01% 5232
2024
Q2 		$3K Buy
835
+828
+11,829% +$5.66K ﹤0.01% 4141
2024
Q1 		$0 Sell
7
-13
-65% -$83 ﹤0.01% 4820
2023
Q4 		$0 Sell
20
-195
-91% -$1.77K ﹤0.01% 4583
2023
Q3 		$3K Sell
215
-27
-11% -$448 ﹤0.01% 3730
2023
Q2 		$4K Buy
242
+227
+1,513% +$4.55K ﹤0.01% 3580
2023
Q1 		$0 Sell
15
-25
-63% -$472 ﹤0.01% 4386
2022
Q4 		$1K Sell
40
-931
-96% -$19.4K ﹤0.01% 3893
2022
Q3 		$25K Sell
971
-162
-14% -$4.53K ﹤0.01% 2098
2022
Q2 		$25K Buy
1,133
+1,094
+2,805% +$32K ﹤0.01% 1994
2022
Q1 		$2K Buy
39
+24
+160% +$1.02K ﹤0.01% 3261
2021
Q4 		$1K Buy
+15
New +$1.01K ﹤0.01% 3413

Other funds holding DM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DM Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Desktop Metal, Inc. (DM) in Q2 2025, closing a stake of 36 shares.

Carson Wealth (CWM LLC) first reported a position in DM in Q4 2021 and held it in 14 quarters. The position peaked at $25K in Q3 2022. 10 funds tracked by Wall St. Rank hold DM as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Desktop Metal, Inc. position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 36 Desktop Metal, Inc. shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Desktop Metal, Inc. position peaked at $25K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.