Carson Wealth (CWM LLC)
SVM

Carson Wealth (CWM LLC)’s Silvercorp Metals SVM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVM Stock Details SVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,750
Closed -$16K – 5533
2025
Q2 		$16K Buy
+3,750
New +$14.5K ﹤0.01% 4055
2021
Q2 		$66K Hold
11,949
– – ﹤0.01% 1291
2021
Q1 		$66K Hold
11,949
– – ﹤0.01% 1291
2020
Q4 		$66K Hold
11,949
– – ﹤0.01% 1291
2020
Q3 		$66K Hold
11,949
– – ﹤0.01% 1290
2020
Q2 		$66K Hold
11,949
– – ﹤0.01% 1290
2020
Q1 		$66K Hold
11,949
– – ﹤0.01% 1290
2019
Q4 		$66K Hold
11,949
– – ﹤0.01% 1290
2019
Q3 		$66K Hold
11,949
– – ﹤0.01% 1290
2019
Q2 		$66K Hold
11,949
– – ﹤0.01% 1290
2019
Q1 		$66K Buy
+11,949
New +$28.8K ﹤0.01% 1290

Other funds holding SVM

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SVM Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Silvercorp Metals (SVM) in Q3 2025, closing a stake of 3,750 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in SVM in Q1 2019 and held it in 11 quarters. The position peaked at $66K in Q2 2021. 157 funds tracked by Wall St. Rank hold SVM as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Silvercorp Metals position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,750 Silvercorp Metals shares in Q3 2025, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in Silvercorp Metals in Q1 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Silvercorp Metals position peaked at $66K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held Silvercorp Metals as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.