Carson Wealth (CWM LLC)
PEI

Carson Wealth (CWM LLC)’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6
Closed – – 4353
2022
Q2 		$0 Buy
+6
New +$40 ﹤0.01% 4262
2017
Q4 		– Sell
-6
Closed -$1K – 1663
2017
Q3 		$1K Buy
+6
New +$986 ﹤0.01% 1454

Other funds holding PEI

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PEI Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2022, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in PEI in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 32 funds tracked by Wall St. Rank hold PEI as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 Pennsylvania Real Estate Investment Trust shares in Q3 2022.
  • Carson Wealth (CWM LLC) first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Pennsylvania Real Estate Investment Trust position peaked at $1K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.