Carson Wealth (CWM LLC)
SBI

Carson Wealth (CWM LLC)’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10
Closed – – 3830
2021
Q4 		$0 Buy
+10
New +$97 ﹤0.01% 3628
2021
Q2 		$0 Hold
30
– – ﹤0.01% 2997
2021
Q1 		$0 Hold
30
– – ﹤0.01% 2996
2020
Q4 		$0 Hold
30
– – ﹤0.01% 2994
2020
Q3 		$0 Hold
30
– – ﹤0.01% 2993
2020
Q2 		$0 Hold
30
– – ﹤0.01% 2992
2020
Q1 		$0 Hold
30
– – ﹤0.01% 2992
2019
Q4 		$0 Hold
30
– – ﹤0.01% 2990
2019
Q3 		$0 Hold
30
– – ﹤0.01% 2990
2019
Q2 		$0 Hold
30
– – ﹤0.01% 2990
2019
Q1 		$0 Buy
+30
New +$260 ﹤0.01% 3237

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBI Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2022, closing a stake of 10 shares.

Carson Wealth (CWM LLC) first reported a position in SBI in Q1 2019 and held it in 11 quarters. The position peaked at $0 in Q4 2021. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Western Asset Intermediate Muni Fund shares in Q1 2022.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Intermediate Muni Fund in Q1 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Western Asset Intermediate Muni Fund position peaked at $0 in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.