Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Spirit Airlines, Inc. SAVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,438
Closed -$6K – 5254
2024
Q3 		$6K Buy
2,438
+990
+68% +$2.73K ﹤0.01% 4056
2024
Q2 		$5K Buy
1,448
+897
+163% +$3.47K ﹤0.01% 3924
2024
Q1 		$3K Hold
551
– – ﹤0.01% 3911
2023
Q4 		$9K Sell
551
-12
-2% -$173 ﹤0.01% 3263
2023
Q3 		$9K Buy
563
+1
+0.2% +$17 ﹤0.01% 3221
2023
Q2 		$10K Buy
562
+550
+4,583% +$9.01K ﹤0.01% 3114
2023
Q1 		$0 Sell
12
-28
-70% -$523 ﹤0.01% 4395
2022
Q4 		$1K Sell
40
-14
-26% -$287 ﹤0.01% 3899
2022
Q3 		$1K Sell
54
-1,458
-96% -$34.2K ﹤0.01% 3821
2022
Q2 		$36K Sell
1,512
-1,271
-46% -$28.2K ﹤0.01% 1788
2022
Q1 		$61K Buy
2,783
+85
+3% +$1.95K ﹤0.01% 1521
2021
Q4 		$59K Buy
+2,698
New +$62.7K ﹤0.01% 1510
2021
Q2 		$44K Hold
1,451
– – ﹤0.01% 1451
2021
Q1 		$44K Hold
1,451
– – ﹤0.01% 1451
2020
Q4 		$44K Hold
1,451
– – ﹤0.01% 1451
2020
Q3 		$44K Hold
1,451
– – ﹤0.01% 1451
2020
Q2 		$44K Hold
1,451
– – ﹤0.01% 1451
2020
Q1 		$44K Hold
1,451
– – ﹤0.01% 1451
2019
Q4 		$44K Hold
1,451
– – ﹤0.01% 1451
2019
Q3 		$44K Hold
1,451
– – ﹤0.01% 1451
2019
Q2 		$44K Hold
1,451
– – ﹤0.01% 1451
2019
Q1 		$44K Buy
1,451
+1,438
+11,062% +$82.7K ﹤0.01% 1451
2018
Q4 		$1K Buy
+13
New +$697 ﹤0.01% 2022

Other funds holding SAVE

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System Tallahassee, Florida $60.3B AUM 42.74% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $417M AUM 49.77% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAVE Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Spirit Airlines, Inc. (SAVE) in Q4 2024, closing a stake of 2,438 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in SAVE in Q4 2018 and held it in 23 quarters. The position peaked at $61K in Q1 2022. 26 funds tracked by Wall St. Rank hold SAVE as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Spirit Airlines, Inc. position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,438 Spirit Airlines, Inc. shares in Q4 2024, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Spirit Airlines, Inc. in Q4 2018 and held it in 23 quarters.
  • Carson Wealth (CWM LLC)'s Spirit Airlines, Inc. position peaked at $61K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.