Carson Wealth (CWM LLC)
PCSB

Carson Wealth (CWM LLC)’s PCSB Financial Corporation PCSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PCSB Stock Details PCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-510
Closed -$9K – 4380
2022
Q3 		$9K Hold
510
– – ﹤0.01% 2784
2022
Q2 		$10K Hold
510
– – ﹤0.01% 2611
2022
Q1 		$10K Buy
+510
New +$9.65K ﹤0.01% 2508

Other funds holding PCSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
TAM
Terrapin Asset Management Miami, Florida $87.8M AUM 16.84% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PCSB Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of PCSB Financial Corporation (PCSB) in Q4 2022, closing a stake of 510 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in PCSB in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q2 2022. 68 funds tracked by Wall St. Rank hold PCSB as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining PCSB Financial Corporation position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 510 PCSB Financial Corporation shares in Q4 2022, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in PCSB Financial Corporation in Q1 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s PCSB Financial Corporation position peaked at $10K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held PCSB Financial Corporation as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.