Carson Wealth (CWM LLC)
INTT icon

Carson Wealth (CWM LLC)’s inTEST INTT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-242
Closed -$2K – 4971
2024
Q2 		$2K Buy
242
+167
+223% +$1.78K ﹤0.01% 4220
2024
Q1 		$1K Buy
+75
New +$888 ﹤0.01% 4147
2022
Q2 		– Sell
-298
Closed -$3K – 3938
2022
Q1 		$3K Sell
298
-1,052
-78% -$11.5K ﹤0.01% 3041
2021
Q4 		$17K Buy
+1,350
New +$17.5K ﹤0.01% 2077
2021
Q2 		$34K Hold
2,030
– – ﹤0.01% 1562
2021
Q1 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q4 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q3 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q2 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q1 		$34K Hold
2,030
– – ﹤0.01% 1562
2019
Q4 		$34K Hold
2,030
– – ﹤0.01% 1562
2019
Q3 		$34K Hold
2,030
– – ﹤0.01% 1561
2019
Q2 		$34K Hold
2,030
– – ﹤0.01% 1561
2019
Q1 		$34K Buy
+2,030
New +$14.6K ﹤0.01% 1561

Other funds holding INTT

Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INTT Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of inTEST (INTT) in Q3 2024, closing a stake of 242 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in INTT in Q1 2019 and held it in 14 quarters. The position peaked at $34K in Q2 2021. 55 funds tracked by Wall St. Rank hold INTT as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining inTEST position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 242 inTEST shares in Q3 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in inTEST in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s inTEST position peaked at $34K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held inTEST as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.