Carson Wealth (CWM LLC)

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%	4812
2023 Q4	–	Sell	-13	Closed	–	–	4392
2023 Q3	$0	Buy	13 +7	+117%	+$169	﹤0.01%	4415
2023 Q2	$0	Buy	+6	New	+$196	﹤0.01%	4368
2023 Q1	–	Hold	0	–	–	–	4248
2022 Q4	–	Hold	0	–	–	–	4152
2022 Q3	–	Hold	0	–	–	–	4097
2022 Q2	–	Hold	0	–	–	–	4002
2022 Q1	–	Hold	0	–	–	–	3754
2021 Q4	–	Hold	0	–	–	–	3599
2021 Q2	–	Hold	0	–	–	–	2985
2021 Q1	–	Hold	0	–	–	–	2985
2020 Q4	–	Hold	0	–	–	–	2983
2020 Q3	–	Hold	0	–	–	–	2982
2020 Q2	–	Hold	0	–	–	–	2982
2020 Q1	–	Hold	0	–	–	–	2981
2019 Q4	–	Hold	0	–	–	–	2980
2019 Q3	–	Hold	0	–	–	–	2980
2019 Q2	–	Hold	0	–	–	–	2980
2019 Q1	–	Hold	0	–	–	–	3171

Other funds holding NDLS

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return