Carson Wealth (CWM LLC)’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-483	Closed	-$5K	–	4398
2022 Q3	$5K	Buy	+483	New	+$4.24K	﹤0.01%	3123

Carson Wealth (CWM LLC)'s PZN Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Pzena Investment Management, Inc. Class A (PZN) in Q4 2022, closing a stake of 483 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in PZN in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 0 funds tracked by Wall St. Rank hold PZN as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining Pzena Investment Management, Inc. Class A position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 483 Pzena Investment Management, Inc. Class A shares in Q4 2022, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Pzena Investment Management, Inc. Class A in Q3 2022 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Pzena Investment Management, Inc. Class A position peaked at $5K in Q3 2022.
0 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.