Carson Wealth (CWM LLC)
UFS

Carson Wealth (CWM LLC)’s DOMTAR CORPORATION (New) UFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1K Hold
10
– – ﹤0.01% 2913
2021
Q1 		$1K Hold
10
– – ﹤0.01% 2912
2020
Q4 		$1K Hold
10
– – ﹤0.01% 2910
2020
Q3 		$1K Hold
10
– – ﹤0.01% 2901
2020
Q2 		$1K Hold
10
– – ﹤0.01% 2899
2020
Q1 		$1K Hold
10
– – ﹤0.01% 2896
2019
Q4 		$1K Hold
10
– – ﹤0.01% 2895
2019
Q3 		$1K Hold
10
– – ﹤0.01% 2894
2019
Q2 		$1K Hold
10
– – ﹤0.01% 2894
2019
Q1 		$1K Sell
10
-8
-44% -$381 ﹤0.01% 2890
2018
Q4 		$1K Buy
+18
New +$789 ﹤0.01% 2065
2018
Q3 		– Sell
-21
Closed -$1K – 2096
2018
Q2 		$1K Buy
+21
New +$973 ﹤0.01% 1670

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UFS Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its DOMTAR CORPORATION (New) (UFS) position steady in Q2 2021 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Carson Wealth (CWM LLC) first reported a position in UFS in Q2 2018 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold UFS as of Q2 2021.

  • Carson Wealth (CWM LLC) held 10 shares of DOMTAR CORPORATION (New) worth $1K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its DOMTAR CORPORATION (New) share count unchanged in Q2 2021.
  • DOMTAR CORPORATION (New) made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2913 holding.
  • Carson Wealth (CWM LLC) first reported a position in DOMTAR CORPORATION (New) in Q2 2018 and has held it in 12 quarters since.
  • 229 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.