Carson Wealth (CWM LLC)
VICE icon

Carson Wealth (CWM LLC)’s AdvisorShares Vice ETF VICE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VICE Stock Details VICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$3K – 4204
2022
Q2 		$3K Hold
100
– – ﹤0.01% 3253
2022
Q1 		$3K Hold
100
– – ﹤0.01% 3094
2021
Q4 		$3K Buy
+100
New +$3.26K ﹤0.01% 3047
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2477
2021
Q1 		$4K Hold
100
– – ﹤0.01% 2477
2020
Q4 		$4K Hold
100
– – ﹤0.01% 2476
2020
Q3 		$4K Hold
100
– – ﹤0.01% 2476
2020
Q2 		$4K Hold
100
– – ﹤0.01% 2476
2020
Q1 		$4K Hold
100
– – ﹤0.01% 2476
2019
Q4 		$4K Hold
100
– – ﹤0.01% 2474
2019
Q3 		$4K Hold
100
– – ﹤0.01% 2474
2019
Q2 		$4K Hold
100
– – ﹤0.01% 2473
2019
Q1 		$4K Buy
+100
New +$2.4K ﹤0.01% 2470

Other funds holding VICE

RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VICE Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of AdvisorShares Vice ETF (VICE) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in VICE in Q1 2019 and held it in 13 quarters. The position peaked at $4K in Q2 2021. 15 funds tracked by Wall St. Rank hold VICE as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining AdvisorShares Vice ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 AdvisorShares Vice ETF shares in Q3 2022, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in AdvisorShares Vice ETF in Q1 2019 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s AdvisorShares Vice ETF position peaked at $4K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Vice ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.