Carson Wealth (CWM LLC)
RFP

Carson Wealth (CWM LLC)’s Resolute Forest Products Inc. RFP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RFP Stock Details RFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-495
Closed -$11K – 4482
2022
Q4 		$11K Sell
495
-727
-59% -$15.2K ﹤0.01% 2777
2022
Q3 		$24K Sell
1,222
-116
-9% -$2.33K ﹤0.01% 2125
2022
Q2 		$17K Sell
1,338
-492
-27% -$6.79K ﹤0.01% 2246
2022
Q1 		$24K Sell
1,830
-1,639
-47% -$22K ﹤0.01% 1979
2021
Q4 		$53K Buy
+3,469
New +$43.8K ﹤0.01% 1549
2021
Q2 		$4K Hold
340
– – ﹤0.01% 2487
2021
Q1 		$4K Hold
340
– – ﹤0.01% 2487
2020
Q4 		$4K Hold
340
– – ﹤0.01% 2485
2020
Q3 		$4K Hold
340
– – ﹤0.01% 2485
2020
Q2 		$4K Hold
340
– – ﹤0.01% 2485
2020
Q1 		$4K Hold
340
– – ﹤0.01% 2485
2019
Q4 		$4K Hold
340
– – ﹤0.01% 2483
2019
Q3 		$4K Hold
340
– – ﹤0.01% 2483
2019
Q2 		$4K Hold
340
– – ﹤0.01% 2482
2019
Q1 		$4K Buy
+340
New +$2.85K ﹤0.01% 2478

Other funds holding RFP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RFP Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Resolute Forest Products Inc. (RFP) in Q1 2023, closing a stake of 495 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in RFP in Q1 2019 and held it in 15 quarters. The position peaked at $53K in Q4 2021. 2 funds tracked by Wall St. Rank hold RFP as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Resolute Forest Products Inc. position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 495 Resolute Forest Products Inc. shares in Q1 2023, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Resolute Forest Products Inc. in Q1 2019 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Resolute Forest Products Inc. position peaked at $53K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Resolute Forest Products Inc. as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.