Carson Wealth (CWM LLC)
GBL

Carson Wealth (CWM LLC)’s GAMCO Investors, Inc. GBL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-117
Closed -$2K – 4411
2022
Q3 		$2K Buy
117
+115
+5,750% +$2.32K ﹤0.01% 3582
2022
Q2 		$0 Hold
2
– – ﹤0.01% 4217
2022
Q1 		$0 Hold
2
– – ﹤0.01% 4011
2021
Q4 		$0 Buy
+2
New +$52 ﹤0.01% 3710
2021
Q2 		$0 Hold
2
– – ﹤0.01% 3037
2021
Q1 		$0 Hold
2
– – ﹤0.01% 3034
2020
Q4 		$0 Hold
2
– – ﹤0.01% 3031
2020
Q3 		$0 Hold
2
– – ﹤0.01% 3028
2020
Q2 		$0 Hold
2
– – ﹤0.01% 3026
2020
Q1 		$0 Hold
2
– – ﹤0.01% 3023
2019
Q4 		$0 Hold
2
– – ﹤0.01% 3021
2019
Q3 		$0 Hold
2
– – ﹤0.01% 3021
2019
Q2 		$0 Hold
2
– – ﹤0.01% 3020
2019
Q1 		$0 Buy
+2
New +$40 ﹤0.01% 3359

Other funds holding GBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GBL Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of GAMCO Investors, Inc. (GBL) in Q4 2022, closing a stake of 117 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in GBL in Q1 2019 and held it in 14 quarters. The position peaked at $2K in Q3 2022. 5 funds tracked by Wall St. Rank hold GBL as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining GAMCO Investors, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 117 GAMCO Investors, Inc. shares in Q4 2022, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in GAMCO Investors, Inc. in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s GAMCO Investors, Inc. position peaked at $2K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.