Carson Wealth (CWM LLC)
UNVR

Carson Wealth (CWM LLC)’s Univar Solutions Inc. UNVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,057
Closed -$38K – 4665
2023
Q2 		$38K Buy
1,057
+315
+42% +$11.2K ﹤0.01% 2197
2023
Q1 		$26K Sell
742
-146
-16% -$4.95K ﹤0.01% 2336
2022
Q4 		$28K Sell
888
-166
-16% -$4.76K ﹤0.01% 2141
2022
Q3 		$24K Buy
1,054
+89
+9% +$2.23K ﹤0.01% 2124
2022
Q2 		$24K Buy
965
+401
+71% +$11.8K ﹤0.01% 2019
2022
Q1 		$18K Buy
564
+146
+35% +$4.3K ﹤0.01% 2156
2021
Q4 		$12K Buy
+418
New +$11.3K ﹤0.01% 2276
2021
Q2 		$10K Hold
407
– – ﹤0.01% 2129
2021
Q1 		$10K Hold
407
– – ﹤0.01% 2127
2020
Q4 		$10K Hold
407
– – ﹤0.01% 2127
2020
Q3 		$10K Hold
407
– – ﹤0.01% 2126
2020
Q2 		$10K Hold
407
– – ﹤0.01% 2125
2020
Q1 		$10K Hold
407
– – ﹤0.01% 2125
2019
Q4 		$10K Hold
407
– – ﹤0.01% 2125
2019
Q3 		$10K Hold
407
– – ﹤0.01% 2125
2019
Q2 		$10K Hold
407
– – ﹤0.01% 2125
2019
Q1 		$10K Buy
+407
New +$8.78K ﹤0.01% 2125

Other funds holding UNVR

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UNVR Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Univar Solutions Inc. (UNVR) in Q3 2023, closing a stake of 1,057 shares — an estimated $38K sold.

Carson Wealth (CWM LLC) first reported a position in UNVR in Q1 2019 and held it in 17 quarters. The position peaked at $38K in Q2 2023. 1 fund tracked by Wall St. Rank holds UNVR as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Univar Solutions Inc. position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,057 Univar Solutions Inc. shares in Q3 2023, an estimated $38K.
  • Carson Wealth (CWM LLC) first reported a position in Univar Solutions Inc. in Q1 2019 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s Univar Solutions Inc. position peaked at $38K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Univar Solutions Inc. as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.