Carson Wealth (CWM LLC)
TMX

Carson Wealth (CWM LLC)’s Terminix Global Holdings, Inc. TMX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMX Stock Details TMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-111,799
Closed -$4.28M – 4409
2022
Q3 		$4.28M Sell
111,799
-168,869
-60% -$7.22M 0.03% 308
2022
Q2 		$11.4M Sell
280,668
-39,545
-12% -$1.72M 0.09% 179
2022
Q1 		$14.6M Sell
320,213
-52,354
-14% -$2.26M 0.1% 177
2021
Q4 		$16.9M Buy
+372,567
New +$15.2M 0.12% 168
2021
Q2 		$18.5M Hold
388,003
– – 0.15% 143
2021
Q1 		$18.5M Hold
388,003
– – 0.15% 143
2020
Q4 		$18.5M Hold
388,003
– – 0.15% 143
2020
Q3 		$18.5M Hold
388,003
– – 0.15% 143
2020
Q2 		$18.5M Hold
388,003
– – 0.15% 143
2020
Q1 		$18.5M Hold
388,003
– – 0.15% 143
2019
Q4 		$18.5M Hold
388,003
– – 0.15% 143
2019
Q3 		$18.5M Hold
388,003
– – 0.15% 143
2019
Q2 		$18.5M Hold
388,003
– – 0.15% 143
2019
Q1 		$18.5M Buy
+388,003
New +$16.2M 0.15% 143
2018
Q3 		– Sell
-27
Closed -$1K – 2038
2018
Q2 		$1K Hold
27
– – ﹤0.01% 1636
2018
Q1 		$1K Buy
+27
New +$940 ﹤0.01% 1354

Other funds holding TMX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TMX Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Terminix Global Holdings, Inc. (TMX) in Q4 2022, closing a stake of 111,799 shares — an estimated $4.28M sold.

Carson Wealth (CWM LLC) first reported a position in TMX in Q1 2018 and held it in 16 quarters. The position peaked at $18.5M in Q2 2021. 2 funds tracked by Wall St. Rank hold TMX as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Terminix Global Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 111,799 Terminix Global Holdings, Inc. shares in Q4 2022, an estimated $4.28M.
  • Carson Wealth (CWM LLC) first reported a position in Terminix Global Holdings, Inc. in Q1 2018 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Terminix Global Holdings, Inc. position peaked at $18.5M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Terminix Global Holdings, Inc. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.