Carson Wealth (CWM LLC)
GDO

Carson Wealth (CWM LLC)’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40
Closed -$1K – 4993
2024
Q3 		$1K Hold
40
– – ﹤0.01% 4588
2024
Q2 		$0 Hold
40
– – ﹤0.01% 4709
2024
Q1 		$0 Hold
40
– – ﹤0.01% 4471
2023
Q4 		$1K Hold
40
– – ﹤0.01% 3955
2023
Q3 		$0 Hold
40
– – ﹤0.01% 4298
2023
Q2 		$0 Hold
40
– – ﹤0.01% 4279
2023
Q1 		$1K Hold
40
– – ﹤0.01% 3830
2022
Q4 		$1K Hold
40
– – ﹤0.01% 3746
2022
Q3 		$0 Buy
+40
New +$541 ﹤0.01% 4006

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GDO Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 40 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in GDO in Q3 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2024. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 40 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2022 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Western Asset Global Corporate Defined Opportunity Fund position peaked at $1K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.