Carson Wealth (CWM LLC)
LOCL icon

Carson Wealth (CWM LLC)’s Local Bounti LOCL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23
Closed – – 4350
2023
Q3 		$0 Hold
23
– – ﹤0.01% 4366
2023
Q2 		$0 Hold
23
– – ﹤0.01% 4334
2023
Q1 		$0 Hold
23
– – ﹤0.01% 4218
2022
Q4 		$0 Hold
23
– – ﹤0.01% 4127
2022
Q3 		$1K Buy
+23
New +$1.08K ﹤0.01% 3687

Other funds holding LOCL

CAM
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BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Local Bounti (LOCL) in Q4 2023, closing a stake of 23 shares.

Carson Wealth (CWM LLC) first reported a position in LOCL in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 21 funds tracked by Wall St. Rank hold LOCL as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Local Bounti position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 23 Local Bounti shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Local Bounti in Q3 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Local Bounti position peaked at $1K in Q3 2022.
  • 21 funds tracked by Wall St. Rank held Local Bounti as of Q4 2023.

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