Carson Wealth (CWM LLC)
SCD

Carson Wealth (CWM LLC)’s LMP Capital and Income Fund SCD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-267
Closed -$4K – 4698
2023
Q4 		$4K Buy
267
+7
+3% +$89 ﹤0.01% 3630
2023
Q3 		$3K Hold
260
– – ﹤0.01% 3702
2023
Q2 		$3K Hold
260
– – ﹤0.01% 3687
2023
Q1 		$3K Buy
+260
New +$3.19K ﹤0.01% 3559
2022
Q3 		– Sell
-314
Closed -$4K – 4156
2022
Q2 		$4K Buy
+314
New +$4.23K ﹤0.01% 3128
2022
Q1 		– Sell
-25
Closed – – 3833
2021
Q4 		$0 Buy
+25
New +$364 ﹤0.01% 3630
2021
Q2 		$1K Hold
74
– – ﹤0.01% 2847
2021
Q1 		$1K Hold
74
– – ﹤0.01% 2846
2020
Q4 		$1K Hold
74
– – ﹤0.01% 2846
2020
Q3 		$1K Hold
74
– – ﹤0.01% 2844
2020
Q2 		$1K Hold
74
– – ﹤0.01% 2844
2020
Q1 		$1K Hold
74
– – ﹤0.01% 2842
2019
Q4 		$1K Hold
74
– – ﹤0.01% 2842
2019
Q3 		$1K Hold
74
– – ﹤0.01% 2842
2019
Q2 		$1K Hold
74
– – ﹤0.01% 2842
2019
Q1 		$1K Buy
+74
New +$918 ﹤0.01% 2840

Other funds holding SCD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCD Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of LMP Capital and Income Fund (SCD) in Q1 2024, closing a stake of 267 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in SCD in Q1 2019 and held it in 16 quarters. The position peaked at $4K in Q4 2023. 43 funds tracked by Wall St. Rank hold SCD as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining LMP Capital and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 267 LMP Capital and Income Fund shares in Q1 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in LMP Capital and Income Fund in Q1 2019 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s LMP Capital and Income Fund position peaked at $4K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.