Carson Wealth (CWM LLC)
TTM

Carson Wealth (CWM LLC)’s Tata Motors Limited TTM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,303
Closed -$32K – 4377
2022
Q3 		$32K Buy
1,303
+339
+35% +$9.52K ﹤0.01% 1927
2022
Q2 		$25K Buy
964
+345
+56% +$9.44K ﹤0.01% 1996
2022
Q1 		$17K Buy
619
+374
+153% +$11.5K ﹤0.01% 2204
2021
Q4 		$8K Buy
+245
New +$7.71K ﹤0.01% 2516
2021
Q2 		$2K Hold
100
– – ﹤0.01% 2734
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2734
2020
Q4 		$2K Hold
100
– – ﹤0.01% 2733
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2732
2020
Q2 		$2K Hold
100
– – ﹤0.01% 2730
2020
Q1 		$2K Hold
100
– – ﹤0.01% 2730
2019
Q4 		$2K Hold
100
– – ﹤0.01% 2728
2019
Q3 		$2K Hold
100
– – ﹤0.01% 2728
2019
Q2 		$2K Hold
100
– – ﹤0.01% 2727
2019
Q1 		$2K Buy
100
+92
+1,150% +$1.15K ﹤0.01% 2723
2018
Q4 		$0 Buy
+8
New +$100 ﹤0.01% 2297
2018
Q3 		– Sell
-249
Closed -$5K – 2036
2018
Q2 		$5K Hold
249
– – ﹤0.01% 1218
2018
Q1 		$6K Sell
249
-72
-22% -$2.12K ﹤0.01% 987
2017
Q4 		$11K Buy
321
+72
+29% +$2.33K ﹤0.01% 872
2017
Q3 		$8K Hold
249
– – ﹤0.01% 963
2017
Q2 		$8K Hold
249
– – ﹤0.01% 824
2017
Q1 		$9K Hold
249
– – ﹤0.01% 783
2016
Q4 		$9K Hold
249
– – ﹤0.01% 757
2016
Q3 		$10K Hold
249
– – ﹤0.01% 705
2016
Q2 		$9K Buy
+249
New +$7.8K ﹤0.01% 569
2016
Q1 		– Sell
-47
Closed -$1K – 824
2015
Q4 		$1K Hold
47
– – ﹤0.01% 670
2015
Q3 		$1K Buy
+47
New +$1.29K ﹤0.01% 623

Other funds holding TTM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Tata Motors Limited (TTM) in Q4 2022, closing a stake of 1,303 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in TTM in Q3 2015 and held it in 26 quarters. The position peaked at $32K in Q3 2022. 137 funds tracked by Wall St. Rank hold TTM as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Tata Motors Limited position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,303 Tata Motors Limited shares in Q4 2022, an estimated $32K.
  • Carson Wealth (CWM LLC) first reported a position in Tata Motors Limited in Q3 2015 and held it in 26 quarters.
  • Carson Wealth (CWM LLC)'s Tata Motors Limited position peaked at $32K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2022.

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