Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Noodles & Co NDLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NDLS Stock Details NDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-36
Closed – – 5031
2024
Q2 		$0 Buy
+36
New +$513 ﹤0.01% 4811
2023
Q4 		– Sell
-13
Closed – – 4391
2023
Q3 		$0 Buy
13
+7
+117% +$169 ﹤0.01% 4414
2023
Q2 		$0 Buy
+6
New +$196 ﹤0.01% 4368
2023
Q1 		– Hold
0
– – – 4248
2022
Q4 		– Hold
0
– – – 4151
2022
Q3 		– Hold
0
– – – 4097
2022
Q2 		– Hold
0
– – – 4002
2022
Q1 		– Hold
0
– – – 3751
2021
Q4 		– Hold
0
– – – 3597
2021
Q2 		– Hold
0
– – – 2983
2021
Q1 		– Hold
0
– – – 2983
2020
Q4 		– Hold
0
– – – 2981
2020
Q3 		– Hold
0
– – – 2980
2020
Q2 		– Hold
0
– – – 2980
2020
Q1 		– Hold
0
– – – 2980
2019
Q4 		– Hold
0
– – – 2979
2019
Q3 		– Hold
0
– – – 2979
2019
Q2 		– Hold
0
– – – 2979
2019
Q1 		– Hold
0
– – – 3170

Other funds holding NDLS

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Noodles & Co (NDLS) in Q3 2024, closing a stake of 36 shares.

Carson Wealth (CWM LLC) first reported a position in NDLS in Q2 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 56 funds tracked by Wall St. Rank hold NDLS as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Noodles & Co position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 36 Noodles & Co shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Noodles & Co in Q2 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Noodles & Co position peaked at $0 in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Noodles & Co as of Q3 2024.

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