Carson Wealth (CWM LLC)
IVC

Carson Wealth (CWM LLC)’s Invacare Corporation IVC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-36
Closed – – 4002
2021
Q4 		$0 Buy
+36
New +$133 ﹤0.01% 3707
2017
Q1 		– Sell
-122
Closed -$2K – 1354
2016
Q4 		$2K Buy
+122
New +$1.4K ﹤0.01% 1014

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RCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
Acadian Asset Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Invacare Corporation (IVC) in Q1 2022, closing a stake of 36 shares.

Carson Wealth (CWM LLC) first reported a position in IVC in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 109 funds tracked by Wall St. Rank hold IVC as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Invacare Corporation position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 36 Invacare Corporation shares in Q1 2022.
  • Carson Wealth (CWM LLC) first reported a position in Invacare Corporation in Q4 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invacare Corporation position peaked at $2K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2022.

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