Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Weibo WB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed – – 5193
2024
Q3 		$0 Sell
10
-373
-97% -$2.94K ﹤0.01% 5191
2024
Q2 		$3K Sell
383
-589
-61% -$5.13K ﹤0.01% 4137
2024
Q1 		$9K Buy
972
+19
+2% +$172 ﹤0.01% 3426
2023
Q4 		$10K Sell
953
-55
-5% -$625 ﹤0.01% 3210
2023
Q3 		$13K Buy
1,008
+163
+19% +$2.17K ﹤0.01% 3013
2023
Q2 		$11K Sell
845
-14
-2% -$222 ﹤0.01% 3041
2023
Q1 		$17K Hold
859
– – ﹤0.01% 2632
2022
Q4 		$16K Buy
859
+256
+42% +$3.86K ﹤0.01% 2533
2022
Q3 		$10K Sell
603
-28
-4% -$541 ﹤0.01% 2708
2022
Q2 		$15K Buy
631
+510
+421% +$11.4K ﹤0.01% 2334
2022
Q1 		$3K Buy
121
+76
+169% +$2.25K ﹤0.01% 3099
2021
Q4 		$1K Buy
+45
New +$1.83K ﹤0.01% 3400
2021
Q2 		$1K Hold
18
– – ﹤0.01% 2868
2021
Q1 		$1K Hold
18
– – ﹤0.01% 2867
2020
Q4 		$1K Hold
18
– – ﹤0.01% 2867
2020
Q3 		$1K Hold
18
– – ﹤0.01% 2864
2020
Q2 		$1K Hold
18
– – ﹤0.01% 2864
2020
Q1 		$1K Hold
18
– – ﹤0.01% 2862
2019
Q4 		$1K Hold
18
– – ﹤0.01% 2862
2019
Q3 		$1K Hold
18
– – ﹤0.01% 2862
2019
Q2 		$1K Hold
18
– – ﹤0.01% 2862
2019
Q1 		$1K Sell
18
-68
-79% -$4.22K ﹤0.01% 2860
2018
Q4 		$5K Sell
86
-15
-15% -$908 ﹤0.01% 1551
2018
Q3 		$7K Hold
101
– – ﹤0.01% 1270
2018
Q2 		$9K Buy
101
+3
+3% +$326 ﹤0.01% 1044
2018
Q1 		$12K Buy
98
+12
+14% +$1.53K ﹤0.01% 821
2017
Q4 		$9K Hold
86
– – ﹤0.01% 920
2017
Q3 		$9K Buy
+86
New +$7.58K ﹤0.01% 923

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Weibo (WB) in Q4 2024, closing a stake of 10 shares.

Carson Wealth (CWM LLC) first reported a position in WB in Q3 2017 and held it in 28 quarters. The position peaked at $17K in Q1 2023. 148 funds tracked by Wall St. Rank hold WB as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Weibo position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Weibo shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Weibo in Q3 2017 and held it in 28 quarters.
  • Carson Wealth (CWM LLC)'s Weibo position peaked at $17K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Weibo as of Q4 2024.

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