Carson Wealth (CWM LLC)
LVLU icon

Carson Wealth (CWM LLC)’s Lulu's Fashion Lounge LVLU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LVLU Stock Details LVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 4131
2022
Q3 		$0 Sell
3
-3
-50% -$328 ﹤0.01% 4075
2022
Q2 		$1K Buy
+6
New +$1.06K ﹤0.01% 3573
2022
Q1 		– Sell
-4
Closed -$1K – 3724
2021
Q4 		$1K Buy
+4
New +$732 ﹤0.01% 3330

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IVMX
Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LVLU Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Lulu's Fashion Lounge (LVLU) in Q4 2022, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in LVLU in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 51 funds tracked by Wall St. Rank hold LVLU as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Lulu's Fashion Lounge position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Lulu's Fashion Lounge shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Lulu's Fashion Lounge in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Lulu's Fashion Lounge position peaked at $1K in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.