Carson Wealth (CWM LLC)
NGE

Carson Wealth (CWM LLC)’s Global X MSCI Nigeria ETF NGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NGE Stock Details NGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$1K – 4621
2023
Q3 		$1K Hold
100
– – ﹤0.01% 4129
2023
Q2 		$1K Hold
100
– – ﹤0.01% 4127
2023
Q1 		$1K Hold
100
– – ﹤0.01% 3985
2022
Q4 		$1K Hold
100
– – ﹤0.01% 3911
2022
Q3 		$1K Buy
+100
New +$862 ﹤0.01% 3834

Other funds holding NGE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NGE Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Global X MSCI Nigeria ETF (NGE) in Q4 2023, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in NGE in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2023. 12 funds tracked by Wall St. Rank hold NGE as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Global X MSCI Nigeria ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Global X MSCI Nigeria ETF shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Global X MSCI Nigeria ETF in Q3 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Global X MSCI Nigeria ETF position peaked at $1K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Global X MSCI Nigeria ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.