Carson Wealth (CWM LLC)
NP

Carson Wealth (CWM LLC)’s Neenah, Inc. Common Stock NP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-80
Closed -$3K – 4344
2022
Q2 		$3K Buy
80
+33
+70% +$1.23K ﹤0.01% 3283
2022
Q1 		$2K Sell
47
-128
-73% -$5.48K ﹤0.01% 3277
2021
Q4 		$8K Buy
+175
New +$8.59K ﹤0.01% 2520

Other funds holding NP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NP Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Neenah, Inc. Common Stock (NP) in Q3 2022, closing a stake of 80 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in NP in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 2 funds tracked by Wall St. Rank hold NP as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Neenah, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 80 Neenah, Inc. Common Stock shares in Q3 2022, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Neenah, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Neenah, Inc. Common Stock position peaked at $8K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.