Carson Wealth (CWM LLC)
TOON icon

Carson Wealth (CWM LLC)’s Kartoon Studios TOON Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TOON Stock Details TOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed – – 4530
2023
Q2 		$0 Hold
30
– – ﹤0.01% 4459
2023
Q1 		$0 Buy
+30
New +$136 ﹤0.01% 4344
2022
Q1 		– Sell
-150
Closed -$2K – 3872
2021
Q4 		$2K Buy
+150
New +$1.96K ﹤0.01% 3187

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TOON Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Kartoon Studios (TOON) in Q3 2023, closing a stake of 30 shares.

Carson Wealth (CWM LLC) first reported a position in TOON in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 44 funds tracked by Wall St. Rank hold TOON as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Kartoon Studios position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Kartoon Studios shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Kartoon Studios in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Kartoon Studios position peaked at $2K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Kartoon Studios as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.