Carson Wealth (CWM LLC)
HMPT

Carson Wealth (CWM LLC)’s Home Point Capital, Inc Common Stock HMPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HMPT Stock Details HMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-845
Closed -$1K – 4354
2022
Q3 		$1K Buy
+845
New +$2.59K ﹤0.01% 3850
2022
Q2 		– Sell
-187
Closed -$1K – 4187
2022
Q1 		$1K Buy
+187
New +$721 ﹤0.01% 3463

Other funds holding HMPT

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ZCM
Zebra Capital Management Stamford, Connecticut $20M AUM 2.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HMPT Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Home Point Capital, Inc Common Stock (HMPT) in Q4 2022, closing a stake of 845 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HMPT in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 40 funds tracked by Wall St. Rank hold HMPT as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Home Point Capital, Inc Common Stock position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 845 Home Point Capital, Inc Common Stock shares in Q4 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Home Point Capital, Inc Common Stock in Q1 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Home Point Capital, Inc Common Stock position peaked at $1K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held Home Point Capital, Inc Common Stock as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.