Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FTC Solar FTCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTCI Stock Details FTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-53
Closed – – 4923
2024
Q2 		$0 Buy
+53
New +$251 ﹤0.01% 4705
2024
Q1 		– Sell
-12
Closed – – 4464
2023
Q4 		$0 Buy
+12
New +$109 ﹤0.01% 4265
2023
Q2 		– Sell
-40
Closed -$1K – 4267
2023
Q1 		$1K Buy
+40
New +$1.06K ﹤0.01% 3825

Other funds holding FTCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of FTC Solar (FTCI) in Q3 2024, closing a stake of 53 shares.

Carson Wealth (CWM LLC) first reported a position in FTCI in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 53 funds tracked by Wall St. Rank hold FTCI as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining FTC Solar position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 53 FTC Solar shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in FTC Solar in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s FTC Solar position peaked at $1K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held FTC Solar as of Q3 2024.

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