Carson Wealth (CWM LLC)
PIM

Carson Wealth (CWM LLC)’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-187
Closed -$1K – 4642
2023
Q4 		$1K Buy
187
+1
+0.5% +$3 ﹤0.01% 4007
2023
Q3 		$1K Hold
186
– – ﹤0.01% 4040
2023
Q2 		$1K Buy
+186
New +$586 ﹤0.01% 4030

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PIM Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2024, closing a stake of 187 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PIM in Q2 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 46 funds tracked by Wall St. Rank hold PIM as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 187 Franklin Master Intermediate Income Trust shares in Q1 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Master Intermediate Income Trust in Q2 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Franklin Master Intermediate Income Trust position peaked at $1K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.