Carson Wealth (CWM LLC)’s Vivint Smart Home, Inc. Class A Common Stock VVNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VVNT Stock Details VVNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-103	Closed	-$1K	–	4477
2022 Q4	$1K	Hold	103	–	–	﹤0.01%	3926
2022 Q3	$1K	Hold	103	–	–	﹤0.01%	3856
2022 Q2	$0	Buy	+103	New	+$549	﹤0.01%	4202
2021 Q2	$4K	Hold	300	–	–	﹤0.01%	2486
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	2486
2020 Q4	$4K	Hold	300	–	–	﹤0.01%	2484
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	2484
2020 Q2	$4K	Hold	300	–	–	﹤0.01%	2484
2020 Q1	$4K	Hold	300	–	–	﹤0.01%	2484
2019 Q4	$4K	Hold	300	–	–	﹤0.01%	2482
2019 Q3	$4K	Hold	300	–	–	﹤0.01%	2482
2019 Q2	$4K	Hold	300	–	–	﹤0.01%	2481
2019 Q1	$4K	Buy	+300	New	+$3K	﹤0.01%	2477

Other funds holding VVNT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VVNT Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Vivint Smart Home, Inc. Class A Common Stock (VVNT) in Q1 2023, closing a stake of 103 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in VVNT in Q1 2019 and held it in 13 quarters. The position peaked at $4K in Q2 2021. 1 fund tracked by Wall St. Rank holds VVNT as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Vivint Smart Home, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 103 Vivint Smart Home, Inc. Class A Common Stock shares in Q1 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Vivint Smart Home, Inc. Class A Common Stock in Q1 2019 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s Vivint Smart Home, Inc. Class A Common Stock position peaked at $4K in Q2 2021.
1 fund tracked by Wall St. Rank held Vivint Smart Home, Inc. Class A Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.