Carson Wealth (CWM LLC)
IFN icon

Carson Wealth (CWM LLC)’s Aberdeen India Fund IFN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$19K – 5018
2024
Q3 		$19K Buy
+1,000
New +$18.3K ﹤0.01% 3391
2022
Q4 		– Sell
-1,806
Closed -$29K – 4095
2022
Q3 		$29K Hold
1,806
– – ﹤0.01% 1981
2022
Q2 		$29K Buy
+1,806
New +$31.9K ﹤0.01% 1907

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IFN Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Aberdeen India Fund (IFN) in Q4 2024, closing a stake of 1,000 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in IFN in Q2 2022 and held it in 3 quarters. The position peaked at $29K in Q3 2022. 99 funds tracked by Wall St. Rank hold IFN as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Aberdeen India Fund position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Aberdeen India Fund shares in Q4 2024, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in Aberdeen India Fund in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Aberdeen India Fund position peaked at $29K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.