Carson Wealth (CWM LLC)
LILM

Carson Wealth (CWM LLC)’s Lilium N.V. Class A Ordinary Shares LILM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LILM Stock Details LILM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-460
Closed – – 5025
2024
Q1 		$0 Buy
+460
New +$427 ﹤0.01% 4829
2023
Q4 		– Sell
-4,516
Closed -$3K – 4595
2023
Q3 		$3K Hold
4,516
– – ﹤0.01% 3733
2023
Q2 		$8K Hold
4,516
– – ﹤0.01% 3246
2023
Q1 		$3K Hold
4,516
– – ﹤0.01% 3591
2022
Q4 		$5K Hold
4,516
– – ﹤0.01% 3243
2022
Q3 		$10K Hold
4,516
– – ﹤0.01% 2712
2022
Q2 		$11K Buy
+4,516
New +$14.2K ﹤0.01% 2545

Other funds holding LILM

BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LILM Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Lilium N.V. Class A Ordinary Shares (LILM) in Q2 2024, closing a stake of 460 shares.

Carson Wealth (CWM LLC) first reported a position in LILM in Q2 2022 and held it in 7 quarters. The position peaked at $11K in Q2 2022. 65 funds tracked by Wall St. Rank hold LILM as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Lilium N.V. Class A Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 460 Lilium N.V. Class A Ordinary Shares shares in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in Lilium N.V. Class A Ordinary Shares in Q2 2022 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Lilium N.V. Class A Ordinary Shares position peaked at $11K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Lilium N.V. Class A Ordinary Shares as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.