Carson Wealth (CWM LLC)
EXPR

Carson Wealth (CWM LLC)’s Express, Inc. EXPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EXPR Stock Details EXPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$2K Hold
40
– – ﹤0.01% 2725
2021
Q1 		$2K Hold
40
– – ﹤0.01% 2725
2020
Q4 		$2K Hold
40
– – ﹤0.01% 2724
2020
Q3 		$2K Hold
40
– – ﹤0.01% 2723
2020
Q2 		$2K Hold
40
– – ﹤0.01% 2722
2020
Q1 		$2K Hold
40
– – ﹤0.01% 2722
2019
Q4 		$2K Hold
40
– – ﹤0.01% 2720
2019
Q3 		$2K Hold
40
– – ﹤0.01% 2720
2019
Q2 		$2K Hold
40
– – ﹤0.01% 2719
2019
Q1 		$2K Buy
+40
New +$4.03K ﹤0.01% 2715

Other funds holding EXPR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EXPR Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Express, Inc. (EXPR) in Q4 2023, closing a stake of 10 shares.

Carson Wealth (CWM LLC) first reported a position in EXPR in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q1 2022. 28 funds tracked by Wall St. Rank hold EXPR as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Express, Inc. position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Express, Inc. shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Express, Inc. in Q4 2021 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Express, Inc. position peaked at $1K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Express, Inc. as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.