Carson Wealth (CWM LLC)’s PS Business Parks, Inc. PSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSB Stock Details PSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,420	Closed	-$1.58M	–	4341
2022 Q2	$1.58M	Sell	8,420 -791	-9%	-$144K	0.01%	444
2022 Q1	$1.55M	Sell	9,211 -1,659	-15%	-$274K	0.01%	456
2021 Q4	$2M	Buy	+10,870	New	+$1.91M	0.01%	432
2021 Q2	$1.77M	Hold	11,988	–	–	0.01%	465
2021 Q1	$1.77M	Hold	11,988	–	–	0.01%	465
2020 Q4	$1.77M	Hold	11,988	–	–	0.01%	465
2020 Q3	$1.77M	Hold	11,988	–	–	0.01%	465
2020 Q2	$1.77M	Hold	11,988	–	–	0.01%	465
2020 Q1	$1.77M	Hold	11,988	–	–	0.01%	465
2019 Q4	$1.77M	Hold	11,988	–	–	0.01%	465
2019 Q3	$1.77M	Hold	11,988	–	–	0.01%	465
2019 Q2	$1.77M	Hold	11,988	–	–	0.01%	465
2019 Q1	$1.77M	Buy	+11,988	New	+$1.75M	0.01%	465

Other funds holding PSB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSB Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of PS Business Parks, Inc. (PSB) in Q3 2022, closing a stake of 8,420 shares — an estimated $1.58M sold.

Carson Wealth (CWM LLC) first reported a position in PSB in Q1 2019 and held it in 13 quarters. The position peaked at $2M in Q4 2021. 2 funds tracked by Wall St. Rank hold PSB as of Q3 2022.

Carson Wealth (CWM LLC) reported no remaining PS Business Parks, Inc. position as of Q3 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 8,420 PS Business Parks, Inc. shares in Q3 2022, an estimated $1.58M.
Carson Wealth (CWM LLC) first reported a position in PS Business Parks, Inc. in Q1 2019 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s PS Business Parks, Inc. position peaked at $2M in Q4 2021.
2 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.