Carson Wealth (CWM LLC)’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,048	Closed	-$3K	–	4603
2023 Q4	$3K	Sell	1,048 -3,224	-75%	-$8.78K	﹤0.01%	3722
2023 Q3	$11K	Buy	4,272 +3,224	+308%	+$9.25K	﹤0.01%	3087
2023 Q2	$3K	Hold	1,048	–	–	﹤0.01%	3670
2023 Q1	$3K	Hold	1,048	–	–	﹤0.01%	3543
2022 Q4	$3K	Hold	1,048	–	–	﹤0.01%	3439
2022 Q3	$3K	Hold	1,048	–	–	﹤0.01%	3336
2022 Q2	$4K	Hold	1,048	–	–	﹤0.01%	3110
2022 Q1	$5K	Hold	1,048	–	–	﹤0.01%	2852
2021 Q4	$5K	Buy	+1,048	New	+$5.02K	﹤0.01%	2741

Other funds holding NRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NRO Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2024, closing a stake of 1,048 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in NRO in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q3 2023. 55 funds tracked by Wall St. Rank hold NRO as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,048 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2024, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2021 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Neuberger Real Estate Securities Income Fund Inc position peaked at $11K in Q3 2023.
55 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.