Carson Wealth (CWM LLC)
GORV

Carson Wealth (CWM LLC)’s Lazydays GORV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GORV Stock Details GORV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed – – 4946
2024
Q2 		$0 Buy
+1
New +$106 ﹤0.01% 4717
2023
Q1 		– Sell
-11
Closed -$4K – 4163
2022
Q4 		$4K Hold
11
– – ﹤0.01% 3294
2022
Q3 		$4K Hold
11
– – ﹤0.01% 3172
2022
Q2 		$4K Hold
11
– – ﹤0.01% 3080
2022
Q1 		$7K Hold
11
– – ﹤0.01% 2681
2021
Q4 		$7K Buy
+11
New +$6.89K ﹤0.01% 2547
2021
Q2 		$7K Hold
11
– – ﹤0.01% 2246
2021
Q1 		$7K Hold
11
– – ﹤0.01% 2246
2020
Q4 		$7K Hold
11
– – ﹤0.01% 2246
2020
Q3 		$7K Hold
11
– – ﹤0.01% 2244
2020
Q2 		$7K Hold
11
– – ﹤0.01% 2244
2020
Q1 		$7K Hold
11
– – ﹤0.01% 2244
2019
Q4 		$7K Hold
11
– – ﹤0.01% 2244
2019
Q3 		$7K Hold
11
– – ﹤0.01% 2243
2019
Q2 		$7K Hold
11
– – ﹤0.01% 2243
2019
Q1 		$7K Buy
+11
New +$1.97K ﹤0.01% 2243

Other funds holding GORV

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Lazydays (GORV) in Q3 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in GORV in Q1 2019 and held it in 16 quarters. The position peaked at $7K in Q1 2022. 25 funds tracked by Wall St. Rank hold GORV as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Lazydays position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Lazydays share in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Lazydays in Q1 2019 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Lazydays position peaked at $7K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Lazydays as of Q3 2024.

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