Carson Wealth (CWM LLC)
ISBC

Carson Wealth (CWM LLC)’s Investors Bancorp, Inc. ISBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,345
Closed -$20K – 4245
2022
Q1 		$20K Buy
1,345
+511
+61% +$8.37K ﹤0.01% 2096
2021
Q4 		$13K Buy
+834
New +$12.8K ﹤0.01% 2229
2021
Q2 		$3K Hold
181
– – ﹤0.01% 2598
2021
Q1 		$3K Hold
181
– – ﹤0.01% 2596
2020
Q4 		$3K Hold
181
– – ﹤0.01% 2595
2020
Q3 		$3K Hold
181
– – ﹤0.01% 2594
2020
Q2 		$3K Hold
181
– – ﹤0.01% 2592
2020
Q1 		$3K Hold
181
– – ﹤0.01% 2590
2019
Q4 		$3K Hold
181
– – ﹤0.01% 2589
2019
Q3 		$3K Hold
181
– – ﹤0.01% 2589
2019
Q2 		$3K Hold
181
– – ﹤0.01% 2589
2019
Q1 		$3K Buy
+181
New +$2.18K ﹤0.01% 2588
2018
Q3 		– Sell
-133
Closed -$2K – 2042
2018
Q2 		$2K Hold
133
– – ﹤0.01% 1448
2018
Q1 		$2K Buy
+133
New +$1.84K ﹤0.01% 1222

Other funds holding ISBC

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ISBC Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 1,345 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in ISBC in Q1 2018 and held it in 14 quarters. The position peaked at $20K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,345 Investors Bancorp, Inc. shares in Q2 2022, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in Investors Bancorp, Inc. in Q1 2018 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Investors Bancorp, Inc. position peaked at $20K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.