Carson Wealth (CWM LLC)’s Western Asset Managed Municipals Fund MMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-22	Closed	–	–	5019
2024 Q2	$0	Buy	+22	New	+$223	﹤0.01%	4796
2024 Q1	–	Sell	-297	Closed	-$3K	–	4571
2023 Q4	$3K	Buy	+297	New	+$2.8K	﹤0.01%	3717
2023 Q3	–	Sell	-197	Closed	-$2K	–	4392
2023 Q2	$2K	Buy	+197	New	+$1.97K	﹤0.01%	3818
2023 Q1	–	Sell	-55	Closed	-$1K	–	4237
2022 Q4	$1K	Hold	55	–	–	﹤0.01%	3788
2022 Q3	$1K	Hold	55	–	–	﹤0.01%	3699
2022 Q2	$1K	Buy	+55	New	+$598	﹤0.01%	3578

Other funds holding MMU

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

RJFSA

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2024, closing a stake of 22 shares.

Carson Wealth (CWM LLC) first reported a position in MMU in Q2 2022 and held it in 6 quarters. The position peaked at $3K in Q4 2023. 115 funds tracked by Wall St. Rank hold MMU as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Western Asset Managed Municipals Fund position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 22 Western Asset Managed Municipals Fund shares in Q3 2024.
Carson Wealth (CWM LLC) first reported a position in Western Asset Managed Municipals Fund in Q2 2022 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Western Asset Managed Municipals Fund position peaked at $3K in Q4 2023.
115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2024.

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