Carson Wealth (CWM LLC)
LOTZ

Carson Wealth (CWM LLC)’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,735
Closed -$2K – 4212
2022
Q1 		$2K Buy
+1,735
New +$3.27K ﹤0.01% 3273

Other funds holding LOTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LOTZ Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q2 2022, closing a stake of 1,735 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in LOTZ in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 70 funds tracked by Wall St. Rank hold LOTZ as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining CarLotz, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,735 CarLotz, Inc. Class A Common Stock shares in Q2 2022, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in CarLotz, Inc. Class A Common Stock in Q1 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s CarLotz, Inc. Class A Common Stock position peaked at $2K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.