Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Universal Electronics UEIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-52
Closed -$1K – 4468
2023
Q1 		$1K Buy
+52
New +$905 ﹤0.01% 3944
2022
Q4 		– Sell
-36
Closed -$1K – 4258
2022
Q3 		$1K Buy
36
+12
+50% +$284 ﹤0.01% 3781
2022
Q2 		$1K Sell
24
-3
-11% -$84 ﹤0.01% 3658
2022
Q1 		$1K Sell
27
-53
-66% -$1.83K ﹤0.01% 3421
2021
Q4 		$3K Buy
+80
New +$3.31K ﹤0.01% 3043

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William Blair Investment Management
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UEIC Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Universal Electronics (UEIC) in Q2 2023, closing a stake of 52 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in UEIC in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 97 funds tracked by Wall St. Rank hold UEIC as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Universal Electronics position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 52 Universal Electronics shares in Q2 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Universal Electronics in Q4 2021 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Universal Electronics position peaked at $3K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.