Carson Wealth (CWM LLC)
INVZ icon

Carson Wealth (CWM LLC)’s Innoviz Technologies INVZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed – – 4321
2023
Q3 		$0 Hold
12
– – ﹤0.01% 4332
2023
Q2 		$0 Hold
12
– – ﹤0.01% 4313
2023
Q1 		$0 Buy
+12
New +$53 ﹤0.01% 4187

Other funds holding INVZ

F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INVZ Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Innoviz Technologies (INVZ) in Q4 2023, closing a stake of 12 shares.

Carson Wealth (CWM LLC) first reported a position in INVZ in Q1 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2023. 116 funds tracked by Wall St. Rank hold INVZ as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Innoviz Technologies position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12 Innoviz Technologies shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Innoviz Technologies in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Innoviz Technologies position peaked at $0 in Q3 2023.
  • 116 funds tracked by Wall St. Rank held Innoviz Technologies as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.