Carson Wealth (CWM LLC)
LODE icon

Carson Wealth (CWM LLC)’s Comstock LODE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– – – 4335
2023
Q1 		– Hold
0
– – – 4219
2022
Q3 		– Sell
-50
Closed – – 4072
2022
Q2 		$0 Hold
50
– – ﹤0.01% 3971
2022
Q1 		$1K Buy
+50
New +$770 ﹤0.01% 3370
2019
Q1 		– Hold
0
– – – 3142
2018
Q4 		– Hold
0
– – – 2185

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LODE Position: Q2 2023 in Review

Carson Wealth (CWM LLC) held its Comstock (LODE) position steady in Q2 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4335.

Carson Wealth (CWM LLC) first reported a position in LODE in Q1 2022 and has held it in 2 quarters since. The position peaked at $1K in Q1 2022. 49 funds tracked by Wall St. Rank hold LODE as of Q2 2023.

  • Carson Wealth (CWM LLC) held 0 shares of Comstock worth $0 as of Q2 2023.
  • Carson Wealth (CWM LLC) left its Comstock share count unchanged in Q2 2023.
  • Comstock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2023, its #4335 holding.
  • Carson Wealth (CWM LLC) first reported a position in Comstock in Q1 2022 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Comstock position peaked at $1K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Comstock as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.