Carson Wealth (CWM LLC)
LTCH

Carson Wealth (CWM LLC)’s Latch, Inc. Common Stock LTCH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LTCH Stock Details LTCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed – – 4659
2023
Q2 		$0 Hold
100
– – ﹤0.01% 4564
2023
Q1 		$0 Hold
100
– – ﹤0.01% 4445
2022
Q4 		$0 Hold
100
– – ﹤0.01% 4352
2022
Q3 		$0 Hold
100
– – ﹤0.01% 4284
2022
Q2 		$0 Hold
100
– – ﹤0.01% 4186
2022
Q1 		$0 Hold
100
– – ﹤0.01% 3982
2021
Q4 		$1K Buy
+100
New +$884 ﹤0.01% 3435

Other funds holding LTCH

SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LTCH Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Latch, Inc. Common Stock (LTCH) in Q3 2023, closing a stake of 100 shares.

Carson Wealth (CWM LLC) first reported a position in LTCH in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 7 funds tracked by Wall St. Rank hold LTCH as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Latch, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Latch, Inc. Common Stock shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Latch, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Latch, Inc. Common Stock position peaked at $1K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Latch, Inc. Common Stock as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.