Carson Wealth (CWM LLC)
FATH

Carson Wealth (CWM LLC)’s Fathom Digital Manufacturing Corporation FATH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FATH Stock Details FATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2
Closed – – 4561
2023
Q1 		$0 Hold
2
– – ﹤0.01% 4439
2022
Q4 		$0 Sell
2
-14
-88% -$611 ﹤0.01% 4346
2022
Q3 		$1K Buy
+16
New +$1.1K ﹤0.01% 3843

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KWM
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CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FATH Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Fathom Digital Manufacturing Corporation (FATH) in Q2 2023, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in FATH in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 38 funds tracked by Wall St. Rank hold FATH as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Fathom Digital Manufacturing Corporation position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Fathom Digital Manufacturing Corporation shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in Fathom Digital Manufacturing Corporation in Q3 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Fathom Digital Manufacturing Corporation position peaked at $1K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held Fathom Digital Manufacturing Corporation as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.