Carson Wealth (CWM LLC)
PFIE

Carson Wealth (CWM LLC)’s Profire Energy, Inc PFIE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFIE Stock Details PFIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,464
Closed -$3K – 5018
2024
Q1 		$3K Buy
+1,464
New +$2.31K ﹤0.01% 3909

Other funds holding PFIE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PFIE Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Profire Energy, Inc (PFIE) in Q2 2024, closing a stake of 1,464 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in PFIE in Q1 2024 and held it in 1 quarter. The position peaked at $3K in Q1 2024. 56 funds tracked by Wall St. Rank hold PFIE as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Profire Energy, Inc position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,464 Profire Energy, Inc shares in Q2 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Profire Energy, Inc in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Profire Energy, Inc position peaked at $3K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.