Carson Wealth (CWM LLC)
VEV

Carson Wealth (CWM LLC)’s Vicinity Motor Corp. Common Stock VEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VEV Stock Details VEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed – – 4598
2023
Q3 		$0 Hold
4
– – ﹤0.01% 4595
2023
Q2 		$0 Hold
4
– – ﹤0.01% 4513
2023
Q1 		$0 Buy
+4
New +$4 ﹤0.01% 4397

Other funds holding VEV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VEV Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Vicinity Motor Corp. Common Stock (VEV) in Q4 2023, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in VEV in Q1 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2023. 13 funds tracked by Wall St. Rank hold VEV as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Vicinity Motor Corp. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 Vicinity Motor Corp. Common Stock shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Vicinity Motor Corp. Common Stock in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Vicinity Motor Corp. Common Stock position peaked at $0 in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Vicinity Motor Corp. Common Stock as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.