Carson Wealth (CWM LLC)
OTMOW

Carson Wealth (CWM LLC)’s Otonomo Technologies Ltd. Warrant OTMOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OTMOW Stock Details OTMOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-499
Closed – – 4641
2023
Q2 		$0 Hold
499
– – ﹤0.01% 4562
2023
Q1 		$0 Hold
499
– – ﹤0.01% 4440
2022
Q4 		$0 Hold
499
– – ﹤0.01% 4347
2022
Q3 		$0 Hold
499
– – ﹤0.01% 4281
2022
Q2 		$0 Buy
+499
New +$65 ﹤0.01% 4184
2022
Q1 		– Sell
-499
Closed – – 3976
2021
Q4 		$0 Buy
+499
New +$291 ﹤0.01% 3695

Other funds holding OTMOW

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OTMOW Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Otonomo Technologies Ltd. Warrant (OTMOW) in Q3 2023, closing a stake of 499 shares.

Carson Wealth (CWM LLC) first reported a position in OTMOW in Q4 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2023. 2 funds tracked by Wall St. Rank hold OTMOW as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Otonomo Technologies Ltd. Warrant position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 499 Otonomo Technologies Ltd. Warrant shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Otonomo Technologies Ltd. Warrant in Q4 2021 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Otonomo Technologies Ltd. Warrant position peaked at $0 in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Otonomo Technologies Ltd. Warrant as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.