Carson Wealth (CWM LLC)
MGP

Carson Wealth (CWM LLC)’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGP Stock Details MGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-74
Closed -$3K – 4237
2022
Q1 		$3K Hold
74
– – ﹤0.01% 3117
2021
Q4 		$3K Buy
+74
New +$2.89K ﹤0.01% 3073
2021
Q2 		$4K Hold
112
– – ﹤0.01% 2489
2021
Q1 		$4K Hold
112
– – ﹤0.01% 2489
2020
Q4 		$4K Hold
112
– – ﹤0.01% 2487
2020
Q3 		$4K Hold
112
– – ﹤0.01% 2487
2020
Q2 		$4K Hold
112
– – ﹤0.01% 2487
2020
Q1 		$4K Hold
112
– – ﹤0.01% 2487
2019
Q4 		$4K Hold
112
– – ﹤0.01% 2485
2019
Q3 		$4K Hold
112
– – ﹤0.01% 2485
2019
Q2 		$4K Hold
112
– – ﹤0.01% 2484
2019
Q1 		$4K Buy
+112
New +$3.38K ﹤0.01% 2480

Other funds holding MGP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q2 2022, closing a stake of 74 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in MGP in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q2 2021. 1 fund tracked by Wall St. Rank holds MGP as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining MGM Growth Properties LLC Class A common shares representing limited liability company interests position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 74 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q2 2022, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $4K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q2 2022.

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