Carson Wealth (CWM LLC)
SAIIU

Carson Wealth (CWM LLC)’s Software Acquisition Group Inc. II Unit SAIIU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAIIU Stock Details SAIIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$10K Hold
998
– – ﹤0.01% 2133
2021
Q1 		$10K Hold
998
– – ﹤0.01% 2131
2020
Q4 		$10K Hold
998
– – ﹤0.01% 2131
2020
Q3 		$10K Buy
+998
New +$9.98K ﹤0.01% 2130

Other funds holding SAIIU

HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAIIU Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Software Acquisition Group Inc. II Unit (SAIIU) position steady in Q2 2021 at 998 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Carson Wealth (CWM LLC) first reported a position in SAIIU in Q3 2020 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold SAIIU as of Q2 2021.

  • Carson Wealth (CWM LLC) held 998 shares of Software Acquisition Group Inc. II Unit worth $10K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Software Acquisition Group Inc. II Unit share count unchanged in Q2 2021.
  • Software Acquisition Group Inc. II Unit made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2133 holding.
  • Carson Wealth (CWM LLC) first reported a position in Software Acquisition Group Inc. II Unit in Q3 2020 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Software Acquisition Group Inc. II Unit as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.