Carson Wealth (CWM LLC)
SFT

Carson Wealth (CWM LLC)’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFT Stock Details SFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-22
Closed – – 4203
2022
Q1 		$0 Buy
+22
New +$488 ﹤0.01% 4000

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NCM
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SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SFT Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q2 2022, closing a stake of 22 shares.

Carson Wealth (CWM LLC) first reported a position in SFT in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 72 funds tracked by Wall St. Rank hold SFT as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22 Shift Technologies, Inc. Class A Common Stock shares in Q2 2022.
  • Carson Wealth (CWM LLC) first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Shift Technologies, Inc. Class A Common Stock position peaked at $0 in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.