Carson Wealth (CWM LLC)
HBM icon

Carson Wealth (CWM LLC)’s Hudbay HBM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HBM Stock Details HBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$8K – 5185
2025
Q1 		$8K Hold
1,000
– – ﹤0.01% 4216
2024
Q4 		$8K Hold
1,000
– – ﹤0.01% 3992
2024
Q3 		$9K Hold
1,000
– – ﹤0.01% 3829
2024
Q2 		$9K Hold
1,000
– – ﹤0.01% 3604
2024
Q1 		$7K Hold
1,000
– – ﹤0.01% 3505
2023
Q4 		$6K Hold
1,000
– – ﹤0.01% 3426
2023
Q3 		$5K Hold
1,000
– – ﹤0.01% 3458
2023
Q2 		$5K Hold
1,000
– – ﹤0.01% 3442
2023
Q1 		$5K Hold
1,000
– – ﹤0.01% 3293
2022
Q4 		$5K Hold
1,000
– – ﹤0.01% 3176
2022
Q3 		$4K Sell
1,000
-100
-9% -$400 ﹤0.01% 3174
2022
Q2 		$4K Buy
1,100
+100
+10% +$597 ﹤0.01% 3083
2022
Q1 		$8K Hold
1,000
– – ﹤0.01% 2618
2021
Q4 		$7K Buy
+1,000
New +$6.94K ﹤0.01% 2549
2021
Q2 		$0 Hold
10
– – ﹤0.01% 2962
2021
Q1 		$0 Hold
10
– – ﹤0.01% 2962
2020
Q4 		$0 Hold
10
– – ﹤0.01% 2960
2020
Q3 		$0 Hold
10
– – ﹤0.01% 2960
2020
Q2 		$0 Hold
10
– – ﹤0.01% 2960
2020
Q1 		$0 Hold
10
– – ﹤0.01% 2960
2019
Q4 		$0 Hold
10
– – ﹤0.01% 2959
2019
Q3 		$0 Hold
10
– – ﹤0.01% 2959
2019
Q2 		$0 Hold
10
– – ﹤0.01% 2959
2019
Q1 		$0 Buy
+10
New +$62 ﹤0.01% 3081

Other funds holding HBM

GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
CM
Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HBM Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Hudbay (HBM) in Q2 2025, closing a stake of 1,000 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in HBM in Q1 2019 and held it in 24 quarters. The position peaked at $9K in Q3 2024. 240 funds tracked by Wall St. Rank hold HBM as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Hudbay position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Hudbay shares in Q2 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Hudbay in Q1 2019 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s Hudbay position peaked at $9K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Hudbay as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.