Carson Wealth (CWM LLC)
LAC

Carson Wealth (CWM LLC)’s Lithium Americas Corp. Common Shares LAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,327
Closed -$40K – 4680
2023
Q3 		$40K Buy
2,327
+1,360
+141% +$25.7K ﹤0.01% 2214
2023
Q2 		$20K Sell
967
-27
-3% -$556 ﹤0.01% 2655
2023
Q1 		$22K Sell
994
-550
-36% -$12.2K ﹤0.01% 2457
2022
Q4 		$29K Buy
1,544
+500
+48% +$12.1K ﹤0.01% 2123
2022
Q3 		$27K Sell
1,044
-86
-8% -$2.29K ﹤0.01% 2042
2022
Q2 		$23K Hold
1,130
– – ﹤0.01% 2043
2022
Q1 		$43K Buy
1,130
+875
+343% +$24.9K ﹤0.01% 1675
2021
Q4 		$7K Buy
+255
New +$7.63K ﹤0.01% 2598
2021
Q2 		$3K Hold
200
– – ﹤0.01% 2605
2021
Q1 		$3K Hold
200
– – ﹤0.01% 2603
2020
Q4 		$3K Hold
200
– – ﹤0.01% 2602
2020
Q3 		$3K Hold
200
– – ﹤0.01% 2601
2020
Q2 		$3K Hold
200
– – ﹤0.01% 2599
2020
Q1 		$3K Hold
200
– – ﹤0.01% 2597
2019
Q4 		$3K Hold
200
– – ﹤0.01% 2596
2019
Q3 		$3K Hold
200
– – ﹤0.01% 2596
2019
Q2 		$3K Hold
200
– – ﹤0.01% 2596
2019
Q1 		$3K Buy
+200
New +$713 ﹤0.01% 2595

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LAC Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 2,327 shares — an estimated $40K sold.

Carson Wealth (CWM LLC) first reported a position in LAC in Q1 2019 and held it in 18 quarters. The position peaked at $43K in Q1 2022. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,327 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $40K.
  • Carson Wealth (CWM LLC) first reported a position in Lithium Americas Corp. Common Shares in Q1 2019 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Lithium Americas Corp. Common Shares position peaked at $43K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.