Carson Wealth (CWM LLC)
TSP

Carson Wealth (CWM LLC)’s TuSimple Holdings Inc. Class A Common Stock TSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TSP Stock Details TSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-362
Closed – – 5086
2024
Q1 		$0 Sell
362
-314
-46% -$160 ﹤0.01% 4878
2023
Q4 		$1K Sell
676
-1,545
-70% -$1.58K ﹤0.01% 4089
2023
Q3 		$3K Buy
2,221
+1,807
+436% +$3.16K ﹤0.01% 3739
2023
Q2 		$1K Sell
414
-20
-5% -$32 ﹤0.01% 4129
2023
Q1 		$1K Hold
434
– – ﹤0.01% 3987
2022
Q4 		$1K Sell
434
-155
-26% -$552 ﹤0.01% 3914
2022
Q3 		$4K Sell
589
-277
-32% -$2.32K ﹤0.01% 3248
2022
Q2 		$6K Buy
+866
New +$7.88K ﹤0.01% 2936
2022
Q1 		– Sell
-54
Closed -$2K – 3959
2021
Q4 		$2K Buy
+54
New +$2.01K ﹤0.01% 3216

Other funds holding TSP

RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $311M AUM 24.14% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TSP Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of TuSimple Holdings Inc. Class A Common Stock (TSP) in Q2 2024, closing a stake of 362 shares.

Carson Wealth (CWM LLC) first reported a position in TSP in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q2 2022. 10 funds tracked by Wall St. Rank hold TSP as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining TuSimple Holdings Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 362 TuSimple Holdings Inc. Class A Common Stock shares in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in TuSimple Holdings Inc. Class A Common Stock in Q4 2021 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s TuSimple Holdings Inc. Class A Common Stock position peaked at $6K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held TuSimple Holdings Inc. Class A Common Stock as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.