Carson Wealth (CWM LLC)
NRP icon

Carson Wealth (CWM LLC)’s Natural Resource Partners NRP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30
Closed -$3K – 5041
2024
Q2 		$3K Hold
30
– – ﹤0.01% 4098
2024
Q1 		$3K Hold
30
– – ﹤0.01% 3862
2023
Q4 		$3K Hold
30
– – ﹤0.01% 3723
2023
Q3 		$2K Hold
30
– – ﹤0.01% 3836
2023
Q2 		$2K Buy
+30
New +$1.51K ﹤0.01% 3825

Other funds holding NRP

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Natural Resource Partners (NRP) in Q3 2024, closing a stake of 30 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in NRP in Q2 2023 and held it in 5 quarters. The position peaked at $3K in Q2 2024. 61 funds tracked by Wall St. Rank hold NRP as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Natural Resource Partners position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Natural Resource Partners shares in Q3 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Natural Resource Partners in Q2 2023 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Natural Resource Partners position peaked at $3K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Natural Resource Partners as of Q3 2024.

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