Carson Wealth (CWM LLC)
UONE icon

Carson Wealth (CWM LLC)’s Urban One Class A UONE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UONE Stock Details UONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-39
Closed -$1K – 5167
2024
Q2 		$1K Buy
+39
New +$846 ﹤0.01% 4506

Other funds holding UONE

ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UONE Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Urban One Class A (UONE) in Q3 2024, closing a stake of 39 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in UONE in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 24 funds tracked by Wall St. Rank hold UONE as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Urban One Class A position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 39 Urban One Class A shares in Q3 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Urban One Class A in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Urban One Class A position peaked at $1K in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Urban One Class A as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.