Carson Wealth (CWM LLC)
SAFM

Carson Wealth (CWM LLC)’s Sanderson Farms Inc SAFM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAFM Stock Details SAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-86
Closed -$19K – 4339
2022
Q2 		$19K Buy
86
+68
+378% +$13.3K ﹤0.01% 2172
2022
Q1 		$3K Buy
18
+4
+29% +$732 ﹤0.01% 3116
2021
Q4 		$3K Buy
+14
New +$2.64K ﹤0.01% 3071
2021
Q2 		$3K Hold
14
– – ﹤0.01% 2597
2021
Q1 		$3K Hold
14
– – ﹤0.01% 2595
2020
Q4 		$3K Hold
14
– – ﹤0.01% 2594
2020
Q3 		$3K Hold
14
– – ﹤0.01% 2593
2020
Q2 		$3K Hold
14
– – ﹤0.01% 2591
2020
Q1 		$3K Hold
14
– – ﹤0.01% 2589
2019
Q4 		$3K Hold
14
– – ﹤0.01% 2588
2019
Q3 		$3K Hold
14
– – ﹤0.01% 2588
2019
Q2 		$3K Hold
14
– – ﹤0.01% 2588
2019
Q1 		$3K Sell
14
-295
-95% -$35.3K ﹤0.01% 2587
2018
Q4 		$31K Hold
309
– – ﹤0.01% 1009
2018
Q3 		$32K Hold
309
– – ﹤0.01% 848
2018
Q2 		$32K Buy
+309
New +$33.5K ﹤0.01% 731

Other funds holding SAFM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Sanderson Farms Inc (SAFM) in Q3 2022, closing a stake of 86 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in SAFM in Q2 2018 and held it in 16 quarters. The position peaked at $32K in Q3 2018. 4 funds tracked by Wall St. Rank hold SAFM as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Sanderson Farms Inc position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 86 Sanderson Farms Inc shares in Q3 2022, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in Sanderson Farms Inc in Q2 2018 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Sanderson Farms Inc position peaked at $32K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Sanderson Farms Inc as of Q3 2022.

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