Carson Wealth (CWM LLC)
KAL

Carson Wealth (CWM LLC)’s Kalera Public Limited Company Ordinary Shares KAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KAL Stock Details KAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 4384
2022
Q3 		$0 Buy
+3
New +$810 ﹤0.01% 4306

Other funds holding KAL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KAL Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Kalera Public Limited Company Ordinary Shares (KAL) in Q4 2022, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in KAL in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 4 funds tracked by Wall St. Rank hold KAL as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Kalera Public Limited Company Ordinary Shares position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Kalera Public Limited Company Ordinary Shares shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Kalera Public Limited Company Ordinary Shares in Q3 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Kalera Public Limited Company Ordinary Shares position peaked at $0 in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Kalera Public Limited Company Ordinary Shares as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.