Carson Wealth (CWM LLC)
SEER icon

Carson Wealth (CWM LLC)’s Seer Inc SEER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,026
Closed -$2K – 5110
2024
Q2 		$2K Buy
1,026
+1,022
+25,550% +$1.91K ﹤0.01% 4263
2024
Q1 		$0 Buy
+4
New +$7 ﹤0.01% 4702
2022
Q2 		– Sell
-27
Closed – – 4069
2022
Q1 		$0 Buy
+27
New +$418 ﹤0.01% 3836

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SEER Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Seer Inc (SEER) in Q3 2024, closing a stake of 1,026 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in SEER in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2024. 70 funds tracked by Wall St. Rank hold SEER as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Seer Inc position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,026 Seer Inc shares in Q3 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Seer Inc in Q1 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Seer Inc position peaked at $2K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Seer Inc as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.