Carson Wealth (CWM LLC)
KEEL

Carson Wealth (CWM LLC)’s Keel Infrastructure Corp KEEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KEEL Stock Details KEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed – – 4179
2023
Q1 		$0 Buy
+400
New +$374 ﹤0.01% 4053

Other funds holding KEEL

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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KEEL Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Keel Infrastructure Corp (KEEL) in Q2 2023, closing a stake of 400 shares.

Carson Wealth (CWM LLC) first reported a position in KEEL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 85 funds tracked by Wall St. Rank hold KEEL as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Keel Infrastructure Corp position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 400 Keel Infrastructure Corp shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in Keel Infrastructure Corp in Q1 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Keel Infrastructure Corp position peaked at $0 in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.