Carson Wealth (CWM LLC)
HTT

Carson Wealth (CWM LLC)’s High Templar Tech Ltd HTT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HTT Stock Details HTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-300
Closed – – 4137
2022
Q2 		$0 Buy
+300
New +$293 ﹤0.01% 4046
2019
Q1 		– Sell
-200
Closed -$1K – 3213
2018
Q4 		$1K Hold
200
– – ﹤0.01% 1970
2018
Q3 		$1K Hold
200
– – ﹤0.01% 1729
2018
Q2 		$2K Buy
+200
New +$2.01K ﹤0.01% 1414

Other funds holding HTT

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of High Templar Tech Ltd (HTT) in Q3 2022, closing a stake of 300 shares.

Carson Wealth (CWM LLC) first reported a position in HTT in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 47 funds tracked by Wall St. Rank hold HTT as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining High Templar Tech Ltd position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 High Templar Tech Ltd shares in Q3 2022.
  • Carson Wealth (CWM LLC) first reported a position in High Templar Tech Ltd in Q2 2018 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s High Templar Tech Ltd position peaked at $2K in Q2 2018.
  • 47 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q3 2022.

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