Carson Wealth (CWM LLC)
VZIO

Carson Wealth (CWM LLC)’s VIZIO Holding Corp. VZIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,354
Closed -$15K – 5287
2024
Q3 		$15K Buy
1,354
+146
+12% +$1.62K ﹤0.01% 3570
2024
Q2 		$13K Buy
1,208
+39
+3% +$417 ﹤0.01% 3416
2024
Q1 		$13K Hold
1,169
– – ﹤0.01% 3208
2023
Q4 		$9K Buy
1,169
+117
+11% +$733 ﹤0.01% 3265
2023
Q3 		$6K Sell
1,052
-942
-47% -$6.05K ﹤0.01% 3415
2023
Q2 		$13K Sell
1,994
-590
-23% -$4.56K ﹤0.01% 2955
2023
Q1 		$24K Sell
2,584
-72
-3% -$650 ﹤0.01% 2391
2022
Q4 		$20K Buy
2,656
+1,656
+166% +$16K ﹤0.01% 2394
2022
Q3 		$9K Buy
+1,000
New +$10.1K ﹤0.01% 2787

Other funds holding VZIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VZIO Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of VIZIO Holding Corp. (VZIO) in Q4 2024, closing a stake of 1,354 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in VZIO in Q3 2022 and held it in 9 quarters. The position peaked at $24K in Q1 2023. 1 fund tracked by Wall St. Rank holds VZIO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining VIZIO Holding Corp. position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,354 VIZIO Holding Corp. shares in Q4 2024, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in VIZIO Holding Corp. in Q3 2022 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s VIZIO Holding Corp. position peaked at $24K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.