Carson Wealth (CWM LLC)
SPLP

Carson Wealth (CWM LLC)’s STEEL PARTNERS HOLDINGS L.P. SPLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPLP Stock Details SPLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$4K – 3924
2021
Q4 		$4K Buy
+100
New +$3.39K ﹤0.01% 2905

Other funds holding SPLP

SPH
Steel Partners Holdings New York $96.4M AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPLP Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of STEEL PARTNERS HOLDINGS L.P. (SPLP) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in SPLP in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 24 funds tracked by Wall St. Rank hold SPLP as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining STEEL PARTNERS HOLDINGS L.P. position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 STEEL PARTNERS HOLDINGS L.P. shares in Q1 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in STEEL PARTNERS HOLDINGS L.P. in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s STEEL PARTNERS HOLDINGS L.P. position peaked at $4K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held STEEL PARTNERS HOLDINGS L.P. as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.