Carson Wealth (CWM LLC)
VIP

Carson Wealth (CWM LLC)’s Vulcan Infrastructure and Power Inc. Class A Common Stock 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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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VIP Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Vulcan Infrastructure and Power Inc. Class A Common Stock (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 Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Vulcan Infrastructure and Power Inc. Class A Common Stock shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Vulcan Infrastructure and Power Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Vulcan Infrastructure and Power Inc. Class A Common Stock position peaked at $0 in Q3 2022.
  • 47 funds tracked by Wall St. Rank held Vulcan Infrastructure and Power Inc. Class A Common Stock as of Q4 2022.

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