Carson Wealth (CWM LLC)
ENFN

Carson Wealth (CWM LLC)’s Enfusion, Inc. ENFN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ENFN Stock Details ENFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-710
Closed -$8K – 5372
2025
Q1 		$8K Buy
710
+401
+130% +$4.43K ﹤0.01% 4255
2024
Q4 		$3K Buy
309
+203
+192% +$1.96K ﹤0.01% 4485
2024
Q3 		$1K Buy
106
+50
+89% +$431 ﹤0.01% 4768
2024
Q2 		$0 Buy
+56
New +$512 ﹤0.01% 5011

Other funds holding ENFN

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Enfusion, Inc. (ENFN) in Q2 2025, closing a stake of 710 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in ENFN in Q2 2024 and held it in 4 quarters. The position peaked at $8K in Q1 2025. 2 funds tracked by Wall St. Rank hold ENFN as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Enfusion, Inc. position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 710 Enfusion, Inc. shares in Q2 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Enfusion, Inc. in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Enfusion, Inc. position peaked at $8K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Enfusion, Inc. as of Q2 2025.

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