Carson Wealth (CWM LLC)
RIDE

Carson Wealth (CWM LLC)’s Lordstown Motors Corp. Class A Common Stock RIDE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RIDE Stock Details RIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-133
Closed – – 4677
2023
Q2 		$0 Sell
133
-1
-0.7% -$5 ﹤0.01% 4589
2023
Q1 		$1K Hold
134
– – ﹤0.01% 3997
2022
Q4 		$2K Sell
134
-67
-33% -$1.55K ﹤0.01% 3662
2022
Q3 		$6K Hold
201
– – ﹤0.01% 3025
2022
Q2 		$5K Buy
201
+194
+2,771% +$6.25K ﹤0.01% 3037
2022
Q1 		$0 Sell
7
-328
-98% -$14.2K ﹤0.01% 3994
2021
Q4 		$17K Buy
+335
New +$24.3K ﹤0.01% 2096
2021
Q2 		$15K Hold
90
– – ﹤0.01% 1947
2021
Q1 		$15K Hold
90
– – ﹤0.01% 1946
2020
Q4 		$15K Hold
90
– – ﹤0.01% 1946
2020
Q3 		$15K Hold
90
– – ﹤0.01% 1946
2020
Q2 		$15K Hold
90
– – ﹤0.01% 1946
2020
Q1 		$15K Hold
90
– – ﹤0.01% 1944
2019
Q4 		$15K Hold
90
– – ﹤0.01% 1944
2019
Q3 		$15K Hold
90
– – ﹤0.01% 1944
2019
Q2 		$15K Buy
+90
New +$13.1K ﹤0.01% 1944

Other funds holding RIDE

AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RIDE Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Lordstown Motors Corp. Class A Common Stock (RIDE) in Q3 2023, closing a stake of 133 shares.

Carson Wealth (CWM LLC) first reported a position in RIDE in Q2 2019 and held it in 16 quarters. The position peaked at $17K in Q4 2021. 14 funds tracked by Wall St. Rank hold RIDE as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Lordstown Motors Corp. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 133 Lordstown Motors Corp. Class A Common Stock shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Lordstown Motors Corp. Class A Common Stock in Q2 2019 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Lordstown Motors Corp. Class A Common Stock position peaked at $17K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Lordstown Motors Corp. Class A Common Stock as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.