Carson Wealth (CWM LLC)
MKFG

Carson Wealth (CWM LLC)’s Markforged Holding Corporation MKFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-56
Closed -$1K – 4300
2022
Q3 		$1K Buy
+56
New +$1.3K ﹤0.01% 3815

Other funds holding MKFG

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Markforged Holding Corporation (MKFG) in Q4 2022, closing a stake of 56 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MKFG in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 97 funds tracked by Wall St. Rank hold MKFG as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Markforged Holding Corporation position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 56 Markforged Holding Corporation shares in Q4 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Markforged Holding Corporation in Q3 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Markforged Holding Corporation position peaked at $1K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2022.

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