Carson Wealth (CWM LLC)
KNL

Carson Wealth (CWM LLC)’s Knoll, Inc. KNL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1K Hold
40
– – ﹤0.01% 2912
2021
Q1 		$1K Hold
40
– – ﹤0.01% 2911
2020
Q4 		$1K Hold
40
– – ﹤0.01% 2909
2020
Q3 		$1K Hold
40
– – ﹤0.01% 2900
2020
Q2 		$1K Hold
40
– – ﹤0.01% 2898
2020
Q1 		$1K Hold
40
– – ﹤0.01% 2895
2019
Q4 		$1K Hold
40
– – ﹤0.01% 2894
2019
Q3 		$1K Hold
40
– – ﹤0.01% 2893
2019
Q2 		$1K Hold
40
– – ﹤0.01% 2893
2019
Q1 		$1K Sell
40
-52
-57% -$1.03K ﹤0.01% 2889
2018
Q4 		$2K Buy
+92
New +$1.8K ﹤0.01% 1822

Other funds holding KNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KNL Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Knoll, Inc. (KNL) position steady in Q2 2021 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Carson Wealth (CWM LLC) first reported a position in KNL in Q4 2018 and has held it in 11 quarters since. The position peaked at $2K in Q4 2018. 163 funds tracked by Wall St. Rank hold KNL as of Q2 2021.

  • Carson Wealth (CWM LLC) held 40 shares of Knoll, Inc. worth $1K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Knoll, Inc. share count unchanged in Q2 2021.
  • Knoll, Inc. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2912 holding.
  • Carson Wealth (CWM LLC) first reported a position in Knoll, Inc. in Q4 2018 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Knoll, Inc. position peaked at $2K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held Knoll, Inc. as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.