Carson Wealth (CWM LLC)
INFO

Carson Wealth (CWM LLC)’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,551
Closed -$2.2M – 4029
2021
Q4 		$2.2M Buy
+16,551
New +$2.11M 0.02% 414
2021
Q2 		$2.97M Hold
26,335
– – 0.02% 352
2021
Q1 		$2.97M Hold
26,335
– – 0.02% 352
2020
Q4 		$2.97M Hold
26,335
– – 0.02% 352
2020
Q3 		$2.97M Hold
26,335
– – 0.02% 352
2020
Q2 		$2.97M Hold
26,335
– – 0.02% 352
2020
Q1 		$2.97M Hold
26,335
– – 0.02% 352
2019
Q4 		$2.97M Hold
26,335
– – 0.02% 352
2019
Q3 		$2.97M Hold
26,335
– – 0.02% 352
2019
Q2 		$2.97M Hold
26,335
– – 0.02% 352
2019
Q1 		$2.97M Buy
26,335
+25,871
+5,576% +$1.35M 0.02% 352
2018
Q4 		$22K Buy
464
+219
+89% +$11.2K ﹤0.01% 1114
2018
Q3 		$13K Hold
245
– – ﹤0.01% 1096
2018
Q2 		$13K Buy
+245
New +$12.3K ﹤0.01% 941
2017
Q4 		– Sell
-68
Closed -$3K – 1612
2017
Q3 		$3K Buy
+68
New +$3.13K ﹤0.01% 1244

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INFO Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 16,551 shares — an estimated $2.2M sold.

Carson Wealth (CWM LLC) first reported a position in INFO in Q3 2017 and held it in 15 quarters. The position peaked at $2.97M in Q2 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16,551 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $2.2M.
  • Carson Wealth (CWM LLC) first reported a position in IHS Markit Ltd. Common Shares in Q3 2017 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s IHS Markit Ltd. Common Shares position peaked at $2.97M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

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