Carson Wealth (CWM LLC)
LFC

Carson Wealth (CWM LLC)’s China Life Insurance Company Ltd. LFC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFC Stock Details LFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-594
Closed -$5K – 4328
2022
Q2 		$5K Sell
594
-1,818
-75% -$13.8K ﹤0.01% 3041
2022
Q1 		$18K Buy
2,412
+2,159
+853% +$18.2K ﹤0.01% 2158
2021
Q4 		$2K Buy
+253
New +$2.17K ﹤0.01% 3229

Other funds holding LFC

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CCP
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Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LFC Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 594 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in LFC in Q4 2021 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 594 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in China Life Insurance Company Ltd. in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s China Life Insurance Company Ltd. position peaked at $18K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.