Carson Wealth (CWM LLC)
IFN

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

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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. 98 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.
  • 98 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.