Carson Wealth (CWM LLC)
LOAN

Carson Wealth (CWM LLC)’s Manhattan Bridge Capital LOAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed – – 5043
2024
Q3 		$0 Buy
+20
New +$106 ﹤0.01% 4993

Other funds holding LOAN

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BA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Manhattan Bridge Capital (LOAN) in Q4 2024, closing a stake of 20 shares.

Carson Wealth (CWM LLC) first reported a position in LOAN in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 51 funds tracked by Wall St. Rank hold LOAN as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Manhattan Bridge Capital position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 Manhattan Bridge Capital shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Manhattan Bridge Capital in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Manhattan Bridge Capital position peaked at $0 in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2024.

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