Carson Wealth (CWM LLC)’s FAT Brands FAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FAT Stock Details FAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	–	–	4242
2023 Q3	$0	Sell	2 -14	-88%	-$55	﹤0.01%	4275
2023 Q2	$0	Buy	+16	New	+$56	﹤0.01%	4249

Other funds holding FAT

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $267M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of FAT Brands (FAT) in Q4 2023, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in FAT in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 23 funds tracked by Wall St. Rank hold FAT as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining FAT Brands position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2 FAT Brands shares in Q4 2023.
Carson Wealth (CWM LLC) first reported a position in FAT Brands in Q2 2023 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s FAT Brands position peaked at $0 in Q3 2023.
23 funds tracked by Wall St. Rank held FAT Brands as of Q4 2023.

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