Carson Wealth (CWM LLC)
PETS icon

Carson Wealth (CWM LLC)’s PetMed Express PETS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,144
Closed -$21K – 5067
2024
Q2 		$21K Sell
5,144
-557
-10% -$2.38K ﹤0.01% 3085
2024
Q1 		$27K Buy
5,701
+2,323
+69% +$13.5K ﹤0.01% 2710
2023
Q4 		$26K Buy
3,378
+2,115
+167% +$17.4K ﹤0.01% 2603
2023
Q3 		$13K Buy
1,263
+649
+106% +$8.01K ﹤0.01% 2997
2023
Q2 		$8K Buy
614
+347
+130% +$5.21K ﹤0.01% 3225
2023
Q1 		$4K Sell
267
-58
-18% -$1.09K ﹤0.01% 3412
2022
Q4 		$6K Buy
325
+283
+674% +$5.62K ﹤0.01% 3099
2022
Q3 		$1K Buy
+42
New +$892 ﹤0.01% 3722
2022
Q2 		– Sell
-49
Closed -$1K – 4025
2022
Q1 		$1K Sell
49
-257
-84% -$6.67K ﹤0.01% 3392
2021
Q4 		$8K Buy
+306
New +$8.47K ﹤0.01% 2489
2019
Q1 		– Sell
-320
Closed -$7K – 3194
2018
Q4 		$7K Buy
+320
New +$8.54K ﹤0.01% 1451

Other funds holding PETS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return