Carson Wealth (CWM LLC)
GP icon

Carson Wealth (CWM LLC)’s GreenPower Motor Co GP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GP Stock Details GP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-32
Closed -$2K – 3913
2022
Q1 		$2K Sell
32
-1
-3% -$64 ﹤0.01% 3174
2021
Q4 		$3K Buy
+33
New +$4.27K ﹤0.01% 2974

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Susquehanna International Group
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GP Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of GreenPower Motor Co (GP) in Q2 2022, closing a stake of 32 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in GP in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 30 funds tracked by Wall St. Rank hold GP as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining GreenPower Motor Co position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 GreenPower Motor Co shares in Q2 2022, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in GreenPower Motor Co in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s GreenPower Motor Co position peaked at $3K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held GreenPower Motor Co as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.