Carson Wealth (CWM LLC)’s Nortech Systems NSYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-671	Closed	-$8K	–	4255
2022 Q4	$8K	Hold	671	–	–	﹤0.01%	2945
2022 Q3	$7K	Hold	671	–	–	﹤0.01%	2908
2022 Q2	$9K	Hold	671	–	–	﹤0.01%	2649
2022 Q1	$7K	Buy	+671	New	+$7.02K	﹤0.01%	2694

Other funds holding NSYS

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s NSYS Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Nortech Systems (NSYS) in Q1 2023, closing a stake of 671 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in NSYS in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 8 funds tracked by Wall St. Rank hold NSYS as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Nortech Systems position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 671 Nortech Systems shares in Q1 2023, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in Nortech Systems in Q1 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Nortech Systems position peaked at $9K in Q2 2022.
8 funds tracked by Wall St. Rank held Nortech Systems as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.