Carson Wealth (CWM LLC)’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-377	Closed	-$6K	–	4391
2023 Q2	$6K	Buy	377 +5	+1%	+$85	﹤0.01%	3362
2023 Q1	$6K	Buy	372 +5	+1%	+$87	﹤0.01%	3218
2022 Q4	$6K	Buy	367 +249	+211%	+$4K	﹤0.01%	3089
2022 Q3	$2K	Buy	+118	New	+$2.13K	﹤0.01%	3495

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MMD Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2023, closing a stake of 377 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in MMD in Q3 2022 and held it in 4 quarters. The position peaked at $6K in Q2 2023. 59 funds tracked by Wall St. Rank hold MMD as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 377 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2023, an estimated $6K.
Carson Wealth (CWM LLC) first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $6K in Q2 2023.
59 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.