Carson Wealth (CWM LLC)
HNP

Carson Wealth (CWM LLC)’s Huaneng Power Intl, Inc. HNP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HNP Stock Details HNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-62
Closed -$1K – 4342
2022
Q2 		$1K Buy
62
+50
+417% +$939 ﹤0.01% 3737
2022
Q1 		$0 Sell
12
-42
-78% -$891 ﹤0.01% 4018
2021
Q4 		$1K Buy
+54
New +$1.11K ﹤0.01% 3460
2019
Q1 		– Sell
-49
Closed -$1K – 3366
2018
Q4 		$1K Hold
49
– – ﹤0.01% 2038
2018
Q3 		$1K Hold
49
– – ﹤0.01% 1788
2018
Q2 		$1K Buy
+49
New +$1.33K ﹤0.01% 1639
2014
Q1 		– Sell
-515
Closed -$19K – 529
2013
Q4 		$19K Buy
+515
New +$20.4K ﹤0.01% 381

Other funds holding HNP

Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HNP Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Huaneng Power Intl, Inc. (HNP) in Q3 2022, closing a stake of 62 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HNP in Q4 2013 and held it in 7 quarters. The position peaked at $19K in Q4 2013. 10 funds tracked by Wall St. Rank hold HNP as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Huaneng Power Intl, Inc. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 62 Huaneng Power Intl, Inc. shares in Q3 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Huaneng Power Intl, Inc. in Q4 2013 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Huaneng Power Intl, Inc. position peaked at $19K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held Huaneng Power Intl, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.