Carson Wealth (CWM LLC)
SMTS

Carson Wealth (CWM LLC)’s Sierra Metals Inc. Common Stock SMTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMTS Stock Details SMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-623
Closed -$1K – 4214
2022
Q1 		$1K Hold
623
– – ﹤0.01% 3476
2021
Q4 		$1K Buy
+623
New +$1.07K ﹤0.01% 3450
2021
Q2 		$8K Hold
2,794
– – ﹤0.01% 2220
2021
Q1 		$8K Hold
2,794
– – ﹤0.01% 2219
2020
Q4 		$8K Hold
2,794
– – ﹤0.01% 2218
2020
Q3 		$8K Hold
2,794
– – ﹤0.01% 2218
2020
Q2 		$8K Hold
2,794
– – ﹤0.01% 2217
2020
Q1 		$8K Hold
2,794
– – ﹤0.01% 2217
2019
Q4 		$8K Hold
2,794
– – ﹤0.01% 2217
2019
Q3 		$8K Hold
2,794
– – ﹤0.01% 2216
2019
Q2 		$8K Hold
2,794
– – ﹤0.01% 2216
2019
Q1 		$8K Buy
+2,794
New +$4.91K ﹤0.01% 2216

Other funds holding SMTS

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Sierra Metals Inc. Common Stock (SMTS) in Q2 2022, closing a stake of 623 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SMTS in Q1 2019 and held it in 12 quarters. The position peaked at $8K in Q2 2021. 29 funds tracked by Wall St. Rank hold SMTS as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Sierra Metals Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 623 Sierra Metals Inc. Common Stock shares in Q2 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Sierra Metals Inc. Common Stock in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Sierra Metals Inc. Common Stock position peaked at $8K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Sierra Metals Inc. Common Stock as of Q2 2022.

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