Carson Wealth (CWM LLC)
SOLO

Carson Wealth (CWM LLC)’s Electrameccanica Vehicles Corp. Ltd. SOLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SOLO Stock Details SOLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed – – 4620
2023
Q3 		$0 Buy
+4
New +$3 ﹤0.01% 4619

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State Street
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Morgan Stanley
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Millennium Management
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Osaic Holdings
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Envestnet Asset Management
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Carson Wealth (CWM LLC)'s SOLO Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Electrameccanica Vehicles Corp. Ltd. (SOLO) in Q4 2023, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in SOLO in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 45 funds tracked by Wall St. Rank hold SOLO as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Electrameccanica Vehicles Corp. Ltd. position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 Electrameccanica Vehicles Corp. Ltd. shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Electrameccanica Vehicles Corp. Ltd. in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Electrameccanica Vehicles Corp. Ltd. position peaked at $0 in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Electrameccanica Vehicles Corp. Ltd. as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.