Carson Wealth (CWM LLC)
TUP

Carson Wealth (CWM LLC)’s Tupperware Brands Corporation TUP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TUP Stock Details TUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-314
Closed – – 5031
2024
Q1 		$0 Buy
+314
New +$501 ﹤0.01% 4837
2023
Q4 		– Sell
-1,788
Closed -$3K – 4601
2023
Q3 		$3K Hold
1,788
– – ﹤0.01% 3735
2023
Q2 		$1K Buy
1,788
+32
+2% +$35 ﹤0.01% 4116
2023
Q1 		$4K Sell
1,756
-62
-3% -$229 ﹤0.01% 3449
2022
Q4 		$8K Sell
1,818
-104
-5% -$558 ﹤0.01% 2970
2022
Q3 		$13K Buy
1,922
+166
+9% +$1.49K ﹤0.01% 2539
2022
Q2 		$11K Sell
1,756
-173
-9% -$1.93K ﹤0.01% 2547
2022
Q1 		$38K Sell
1,929
-137
-7% -$2.34K ﹤0.01% 1740
2021
Q4 		$32K Buy
+2,066
New +$38.4K ﹤0.01% 1764
2021
Q2 		$42K Hold
1,756
– – ﹤0.01% 1474
2021
Q1 		$42K Hold
1,756
– – ﹤0.01% 1474
2020
Q4 		$42K Hold
1,756
– – ﹤0.01% 1474
2020
Q3 		$42K Hold
1,756
– – ﹤0.01% 1474
2020
Q2 		$42K Hold
1,756
– – ﹤0.01% 1474
2020
Q1 		$42K Hold
1,756
– – ﹤0.01% 1474
2019
Q4 		$42K Hold
1,756
– – ﹤0.01% 1474
2019
Q3 		$42K Hold
1,756
– – ﹤0.01% 1474
2019
Q2 		$42K Hold
1,756
– – ﹤0.01% 1474
2019
Q1 		$42K Buy
+1,756
New +$53.6K ﹤0.01% 1474

Other funds holding TUP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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

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

Carson Wealth (CWM LLC) sold out of Tupperware Brands Corporation (TUP) in Q2 2024, closing a stake of 314 shares.

Carson Wealth (CWM LLC) first reported a position in TUP in Q1 2019 and held it in 19 quarters. The position peaked at $42K in Q2 2021. 69 funds tracked by Wall St. Rank hold TUP as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Tupperware Brands Corporation position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 314 Tupperware Brands Corporation shares in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in Tupperware Brands Corporation in Q1 2019 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Tupperware Brands Corporation position peaked at $42K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q2 2024.

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