Carson Wealth (CWM LLC)
PFSW

Carson Wealth (CWM LLC)’s PFSweb, Inc. PFSW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFSW Stock Details PFSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-61
Closed – – 4685
2023
Q2 		$0 Sell
61
-80
-57% -$333 ﹤0.01% 4609
2023
Q1 		$1K Buy
141
+60
+74% +$371 ﹤0.01% 4001
2022
Q4 		$0 Buy
+81
New +$756 ﹤0.01% 4422

Other funds holding PFSW

MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of PFSweb, Inc. (PFSW) in Q3 2023, closing a stake of 61 shares.

Carson Wealth (CWM LLC) first reported a position in PFSW in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 59 funds tracked by Wall St. Rank hold PFSW as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining PFSweb, Inc. position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 61 PFSweb, Inc. shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in PFSweb, Inc. in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s PFSweb, Inc. position peaked at $1K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held PFSweb, Inc. as of Q3 2023.

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