Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gaotu Techedu GOTU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOTU Stock Details GOTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed – – 4947
2024
Q2 		$0 Hold
31
– – ﹤0.01% 4718
2024
Q1 		$0 Hold
31
– – ﹤0.01% 4484
2023
Q4 		$0 Hold
31
– – ﹤0.01% 4282
2023
Q3 		$0 Hold
31
– – ﹤0.01% 4307
2023
Q2 		$0 Hold
31
– – ﹤0.01% 4290
2023
Q1 		$0 Hold
31
– – ﹤0.01% 4164
2022
Q4 		$0 Hold
31
– – ﹤0.01% 4079
2022
Q3 		$0 Hold
31
– – ﹤0.01% 4019
2022
Q2 		$0 Hold
31
– – ﹤0.01% 3912
2022
Q1 		$0 Hold
31
– – ﹤0.01% 3644
2021
Q4 		$0 Buy
+31
New +$86 ﹤0.01% 3548
2021
Q2 		$0 Hold
31
– – ﹤0.01% 2961
2021
Q1 		$0 Hold
31
– – ﹤0.01% 2961
2020
Q4 		$0 Hold
31
– – ﹤0.01% 2959
2020
Q3 		$0 Hold
31
– – ﹤0.01% 2959
2020
Q2 		$0 Hold
31
– – ﹤0.01% 2959
2020
Q1 		$0 Hold
31
– – ﹤0.01% 2959
2019
Q4 		$0 Hold
31
– – ﹤0.01% 2958
2019
Q3 		$0 Hold
31
– – ﹤0.01% 2958
2019
Q2 		$0 Buy
+31
New +$300 ﹤0.01% 2958

Other funds holding GOTU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $844M AUM 191.74% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Gaotu Techedu (GOTU) in Q3 2024, closing a stake of 31 shares.

Carson Wealth (CWM LLC) first reported a position in GOTU in Q2 2019 and held it in 20 quarters. The position peaked at $0 in Q2 2024. 65 funds tracked by Wall St. Rank hold GOTU as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Gaotu Techedu position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 31 Gaotu Techedu shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Gaotu Techedu in Q2 2019 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s Gaotu Techedu position peaked at $0 in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Gaotu Techedu as of Q3 2024.

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