Carson Wealth (CWM LLC)
VIP icon

Carson Wealth (CWM LLC)’s Vulcan Infrastructure and Power VIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIP Stock Details VIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 4080
2022
Q3 		$0 Hold
3
– – ﹤0.01% 4021
2022
Q2 		$0 Buy
+3
New +$169 ﹤0.01% 3914
2022
Q1 		– Sell
-3
Closed – – 3646
2021
Q4 		$0 Buy
+3
New +$630 ﹤0.01% 3549

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Geode Capital Management
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State Street
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Simplex Trading
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Vident Investment Advisory
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Russell Investments Group
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Bridgeway Capital Management
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Northern Trust
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Carson Wealth (CWM LLC)'s VIP Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Vulcan Infrastructure and Power (VIP) in Q4 2022, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in VIP in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 47 funds tracked by Wall St. Rank hold VIP as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Vulcan Infrastructure and Power position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Vulcan Infrastructure and Power shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Vulcan Infrastructure and Power in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Vulcan Infrastructure and Power position peaked at $0 in Q3 2022.
  • 47 funds tracked by Wall St. Rank held Vulcan Infrastructure and Power as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.