Carson Wealth (CWM LLC)
VOXX

Carson Wealth (CWM LLC)’s VOXX International Corporation Class A VOXX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VOXX Stock Details VOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22
Closed – – 5233
2024
Q2 		$0 Buy
+22
New +$117 ﹤0.01% 5014
2022
Q3 		– Sell
-21
Closed – – 4233
2022
Q2 		$0 Buy
+21
New +$173 ﹤0.01% 4141

Other funds holding VOXX

WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of VOXX International Corporation Class A (VOXX) in Q3 2024, closing a stake of 22 shares.

Carson Wealth (CWM LLC) first reported a position in VOXX in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 47 funds tracked by Wall St. Rank hold VOXX as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining VOXX International Corporation Class A position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22 VOXX International Corporation Class A shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in VOXX International Corporation Class A in Q2 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s VOXX International Corporation Class A position peaked at $0 in Q2 2024.
  • 47 funds tracked by Wall St. Rank held VOXX International Corporation Class A as of Q3 2024.

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