Carson Wealth (CWM LLC)
LEV

Carson Wealth (CWM LLC)’s The Lion Electric Company LEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,400
Closed -$1K – 5248
2024
Q3 		$1K Hold
1,400
– – ﹤0.01% 4774
2024
Q2 		$1K Buy
1,400
+1,000
+250% +$1.06K ﹤0.01% 4538
2024
Q1 		$1K Buy
400
+100
+33% +$162 ﹤0.01% 4260
2023
Q4 		$1K Hold
300
– – ﹤0.01% 4074
2023
Q3 		$1K Hold
300
– – ﹤0.01% 4119
2023
Q2 		$1K Buy
300
+100
+50% +$202 ﹤0.01% 4114
2023
Q1 		$0 Hold
200
– – ﹤0.01% 4393
2022
Q4 		$0 Hold
200
– – ﹤0.01% 4303
2022
Q3 		$1K Hold
200
– – ﹤0.01% 3820
2022
Q2 		$1K Buy
+200
New +$1.17K ﹤0.01% 3697

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LEV Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 1,400 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in LEV in Q2 2022 and held it in 10 quarters. The position peaked at $1K in Q3 2024. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,400 The Lion Electric Company shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in The Lion Electric Company in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s The Lion Electric Company position peaked at $1K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.