Carson Wealth (CWM LLC)’s Sigma Lithium SGML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGML Stock Details SGML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6	Closed	–	–	5128
2024 Q3	$0	Buy	+6	New	+$65	﹤0.01%	5114

Other funds holding SGML

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Sigma Lithium (SGML) in Q4 2024, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in SGML in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 102 funds tracked by Wall St. Rank hold SGML as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Sigma Lithium position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 6 Sigma Lithium shares in Q4 2024.
Carson Wealth (CWM LLC) first reported a position in Sigma Lithium in Q3 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Sigma Lithium position peaked at $0 in Q3 2024.
102 funds tracked by Wall St. Rank held Sigma Lithium as of Q4 2024.

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