Carson Wealth (CWM LLC)’s LexinFintech Holdings LX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LX Stock Details LX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-175	Closed	–	–	4999
2024 Q2	$0	Hold	175	–	–	﹤0.01%	4776
2024 Q1	$0	Hold	175	–	–	﹤0.01%	4551
2023 Q4	$0	Hold	175	–	–	﹤0.01%	4358
2023 Q3	$0	Hold	175	–	–	﹤0.01%	4372
2023 Q2	$0	Hold	175	–	–	﹤0.01%	4341
2023 Q1	$0	Hold	175	–	–	﹤0.01%	4222
2022 Q4	$0	Hold	175	–	–	﹤0.01%	4132
2022 Q3	$0	Hold	175	–	–	﹤0.01%	4076
2022 Q2	$0	Hold	175	–	–	﹤0.01%	3976
2022 Q1	$0	Hold	175	–	–	﹤0.01%	3726
2021 Q4	$1K	Buy	+175	New	+$871	﹤0.01%	3332
2021 Q2	$2K	Hold	175	–	–	﹤0.01%	2670
2021 Q1	$2K	Hold	175	–	–	﹤0.01%	2670
2020 Q4	$2K	Hold	175	–	–	﹤0.01%	2669
2020 Q3	$2K	Hold	175	–	–	﹤0.01%	2668
2020 Q2	$2K	Hold	175	–	–	﹤0.01%	2667
2020 Q1	$2K	Hold	175	–	–	﹤0.01%	2667
2019 Q4	$2K	Hold	175	–	–	﹤0.01%	2666
2019 Q3	$2K	Hold	175	–	–	﹤0.01%	2666
2019 Q2	$2K	Hold	175	–	–	﹤0.01%	2666
2019 Q1	$2K	Buy	+175	New	+$1.78K	﹤0.01%	2665

Other funds holding LX

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LX Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of LexinFintech Holdings (LX) in Q3 2024, closing a stake of 175 shares.

Carson Wealth (CWM LLC) first reported a position in LX in Q1 2019 and held it in 21 quarters. The position peaked at $2K in Q2 2021. 75 funds tracked by Wall St. Rank hold LX as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining LexinFintech Holdings position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 175 LexinFintech Holdings shares in Q3 2024.
Carson Wealth (CWM LLC) first reported a position in LexinFintech Holdings in Q1 2019 and held it in 21 quarters.
Carson Wealth (CWM LLC)'s LexinFintech Holdings position peaked at $2K in Q2 2021.
75 funds tracked by Wall St. Rank held LexinFintech Holdings as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.