Carson Wealth (CWM LLC)
RAVE icon

Carson Wealth (CWM LLC)’s RAVE Restaurant Group RAVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RAVE Stock Details RAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed – – 4416
2023
Q1 		$0 Buy
+200
New +$318 ﹤0.01% 4292

Other funds holding RAVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RAVE Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of RAVE Restaurant Group (RAVE) in Q2 2023, closing a stake of 200 shares.

Carson Wealth (CWM LLC) first reported a position in RAVE in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 21 funds tracked by Wall St. Rank hold RAVE as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining RAVE Restaurant Group position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 200 RAVE Restaurant Group shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in RAVE Restaurant Group in Q1 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s RAVE Restaurant Group position peaked at $0 in Q1 2023.
  • 21 funds tracked by Wall St. Rank held RAVE Restaurant Group as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.