Carson Wealth (CWM LLC)
PMM

Carson Wealth (CWM LLC)’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-489
Closed -$3K – 4651
2023
Q4 		$3K Buy
489
+6
+1% +$34 ﹤0.01% 3730
2023
Q3 		$3K Sell
483
-980
-67% -$5.72K ﹤0.01% 3695
2023
Q2 		$9K Buy
1,463
+20
+1% +$119 ﹤0.01% 3153
2023
Q1 		$9K Buy
1,443
+20
+1% +$135 ﹤0.01% 3029
2022
Q4 		$9K Buy
1,423
+756
+113% +$4.59K ﹤0.01% 2876
2022
Q3 		$4K Buy
667
+459
+221% +$3.06K ﹤0.01% 3204
2022
Q2 		$1K Sell
208
-9,517
-98% -$62.9K ﹤0.01% 3602
2022
Q1 		$69K Hold
9,725
– – ﹤0.01% 1471
2021
Q4 		$85K Buy
+9,725
New +$82.8K ﹤0.01% 1365
2021
Q2 		$85K Hold
9,725
– – ﹤0.01% 1194
2021
Q1 		$85K Hold
9,725
– – ﹤0.01% 1194
2020
Q4 		$85K Hold
9,725
– – ﹤0.01% 1194
2020
Q3 		$85K Hold
9,725
– – ﹤0.01% 1194
2020
Q2 		$85K Hold
9,725
– – ﹤0.01% 1193
2020
Q1 		$85K Hold
9,725
– – ﹤0.01% 1193
2019
Q4 		$85K Hold
9,725
– – ﹤0.01% 1193
2019
Q3 		$85K Hold
9,725
– – ﹤0.01% 1193
2019
Q2 		$85K Hold
9,725
– – ﹤0.01% 1193
2019
Q1 		$85K Buy
+9,725
New +$70.3K ﹤0.01% 1193

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2024, closing a stake of 489 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in PMM in Q1 2019 and held it in 19 quarters. The position peaked at $85K in Q4 2021. 94 funds tracked by Wall St. Rank hold PMM as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 489 Franklin Managed Municipal Income Trust shares in Q1 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Managed Municipal Income Trust in Q1 2019 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Franklin Managed Municipal Income Trust position peaked at $85K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2024.

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