Carson Wealth (CWM LLC)
MIME

Carson Wealth (CWM LLC)’s Mimecast Limited MIME Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MIME Stock Details MIME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-691
Closed -$55K – 4234
2022
Q1 		$55K Buy
691
+88
+15% +$7K ﹤0.01% 1569
2021
Q4 		$48K Buy
+603
New +$45.4K ﹤0.01% 1590

Other funds holding MIME

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Mimecast Limited (MIME) in Q2 2022, closing a stake of 691 shares — an estimated $55K sold.

Carson Wealth (CWM LLC) first reported a position in MIME in Q4 2021 and held it in 2 quarters. The position peaked at $55K in Q1 2022. 2 funds tracked by Wall St. Rank hold MIME as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Mimecast Limited position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 691 Mimecast Limited shares in Q2 2022, an estimated $55K.
  • Carson Wealth (CWM LLC) first reported a position in Mimecast Limited in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Mimecast Limited position peaked at $55K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Mimecast Limited as of Q2 2022.

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