Carson Wealth (CWM LLC)
IBA

Carson Wealth (CWM LLC)’s Industrias Bachoco SAB De C.V. IBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBA Stock Details IBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-34
Closed -$1K – 3996
2021
Q4 		$1K Buy
+34
New +$1.42K ﹤0.01% 3441
2021
Q2 		$2K Hold
34
– – ﹤0.01% 2731
2021
Q1 		$2K Hold
34
– – ﹤0.01% 2731
2020
Q4 		$2K Hold
34
– – ﹤0.01% 2730
2020
Q3 		$2K Hold
34
– – ﹤0.01% 2729
2020
Q2 		$2K Hold
34
– – ﹤0.01% 2727
2020
Q1 		$2K Hold
34
– – ﹤0.01% 2727
2019
Q4 		$2K Hold
34
– – ﹤0.01% 2725
2019
Q3 		$2K Hold
34
– – ﹤0.01% 2725
2019
Q2 		$2K Hold
34
– – ﹤0.01% 2724
2019
Q1 		$2K Buy
34
+13
+62% +$590 ﹤0.01% 2720
2018
Q4 		$1K Buy
+21
New +$932 ﹤0.01% 2033

Other funds holding IBA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 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 IBA Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Industrias Bachoco SAB De C.V. (IBA) in Q1 2022, closing a stake of 34 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in IBA in Q4 2018 and held it in 12 quarters. The position peaked at $2K in Q2 2021. 38 funds tracked by Wall St. Rank hold IBA as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Industrias Bachoco SAB De C.V. position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 34 Industrias Bachoco SAB De C.V. shares in Q1 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Industrias Bachoco SAB De C.V. in Q4 2018 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Industrias Bachoco SAB De C.V. position peaked at $2K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Industrias Bachoco SAB De C.V. as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.