Carson Wealth (CWM LLC)
FEAM icon

Carson Wealth (CWM LLC)’s 5E Advanced Materials FEAM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FEAM Stock Details FEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed – – 4914
2024
Q2 		$0 Buy
+6
New +$188 ﹤0.01% 4690
2024
Q1 		– Hold
0
– – – 4450
2022
Q4 		– Sell
-1
Closed – – 4052
2022
Q3 		$0 Buy
+1
New +$354 ﹤0.01% 3990

Other funds holding FEAM

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FEAM Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of 5E Advanced Materials (FEAM) in Q3 2024, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in FEAM in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 33 funds tracked by Wall St. Rank hold FEAM as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining 5E Advanced Materials position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 5E Advanced Materials shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in 5E Advanced Materials in Q3 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s 5E Advanced Materials position peaked at $0 in Q2 2024.
  • 33 funds tracked by Wall St. Rank held 5E Advanced Materials as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.