Carson Wealth (CWM LLC)
WBT

Carson Wealth (CWM LLC)’s Welbilt, Inc. WBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,232
Closed -$29K – 4337
2022
Q2 		$29K Buy
1,232
+103
+9% +$2.43K ﹤0.01% 1916
2022
Q1 		$27K Buy
1,129
+33
+3% +$784 ﹤0.01% 1904
2021
Q4 		$26K Buy
+1,096
New +$25.9K ﹤0.01% 1862
2021
Q2 		$31K Hold
1,342
– – ﹤0.01% 1611
2021
Q1 		$31K Hold
1,342
– – ﹤0.01% 1611
2020
Q4 		$31K Hold
1,342
– – ﹤0.01% 1611
2020
Q3 		$31K Hold
1,342
– – ﹤0.01% 1611
2020
Q2 		$31K Hold
1,342
– – ﹤0.01% 1611
2020
Q1 		$31K Hold
1,342
– – ﹤0.01% 1611
2019
Q4 		$31K Hold
1,342
– – ﹤0.01% 1610
2019
Q3 		$31K Hold
1,342
– – ﹤0.01% 1610
2019
Q2 		$31K Hold
1,342
– – ﹤0.01% 1610
2019
Q1 		$31K Sell
1,342
-1,749
-57% -$25.5K ﹤0.01% 1609
2018
Q4 		$34K Hold
3,091
– – ﹤0.01% 983
2018
Q3 		$65K Sell
3,091
-92
-3% -$2.03K ﹤0.01% 697
2018
Q2 		$71K Buy
3,183
+92
+3% +$1.84K ﹤0.01% 576
2018
Q1 		$60K Hold
3,091
– – ﹤0.01% 525
2017
Q4 		$73K Hold
3,091
– – ﹤0.01% 467
2017
Q3 		$71K Hold
3,091
– – ﹤0.01% 462
2017
Q2 		$58K Hold
3,091
– – ﹤0.01% 459
2017
Q1 		$61K Hold
3,091
– – ﹤0.01% 425
2016
Q4 		$60K Hold
3,091
– – ﹤0.01% 422
2016
Q3 		$50K Buy
+3,091
New +$52.8K ﹤0.01% 421

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WBT Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,232 shares — an estimated $29K sold.

Carson Wealth (CWM LLC) first reported a position in WBT in Q3 2016 and held it in 23 quarters. The position peaked at $73K in Q4 2017. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,232 Welbilt, Inc. shares in Q3 2022, an estimated $29K.
  • Carson Wealth (CWM LLC) first reported a position in Welbilt, Inc. in Q3 2016 and held it in 23 quarters.
  • Carson Wealth (CWM LLC)'s Welbilt, Inc. position peaked at $73K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.