Carson Wealth (CWM LLC)
WFH

Carson Wealth (CWM LLC)’s Direxion Work From Home ETF WFH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-218
Closed -$10.7K – 4550
2023
Q3 		$10K Hold
218
– – ﹤0.01% 3152
2023
Q2 		$11K Hold
218
– – ﹤0.01% 3042
2023
Q1 		$10K Hold
218
– – ﹤0.01% 2974
2022
Q4 		$9K Sell
218
-555
-72% -$23.3K ﹤0.01% 2888
2022
Q3 		$33K Sell
773
-535
-41% -$25.8K ﹤0.01% 1898
2022
Q2 		$62K Sell
1,308
-43
-3% -$2.33K ﹤0.01% 1529
2022
Q1 		$89K Buy
1,351
+599
+80% +$39.3K ﹤0.01% 1369
2021
Q4 		$56K Buy
+752
New +$57K ﹤0.01% 1532
2021
Q2 		$57K Hold
752
– – ﹤0.01% 1346
2021
Q1 		$57K Hold
752
– – ﹤0.01% 1346
2020
Q4 		$57K Hold
752
– – ﹤0.01% 1346
2020
Q3 		$57K Hold
752
– – ﹤0.01% 1346
2020
Q2 		$57K Buy
+752
New +$38.1K ﹤0.01% 1346

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WFH Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Direxion Work From Home ETF (WFH) in Q4 2023, closing a stake of 218 shares — an estimated $10.7K sold.

Carson Wealth (CWM LLC) first reported a position in WFH in Q2 2020 and held it in 13 quarters. The position peaked at $89K in Q1 2022. 15 funds tracked by Wall St. Rank hold WFH as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Direxion Work From Home ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 218 Direxion Work From Home ETF shares in Q4 2023, an estimated $10.7K.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Work From Home ETF in Q2 2020 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Direxion Work From Home ETF position peaked at $89K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.