Carson Wealth (CWM LLC)’s G. Willi-Food International WILC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,160	Closed	-$12K	–	4552
2023 Q3	$12K	Hold	1,160	–	–	﹤0.01%	3063
2023 Q2	$14K	Hold	1,160	–	–	﹤0.01%	2891
2023 Q1	$17K	Buy	+1,160	New	+$16.5K	﹤0.01%	2633

Other funds holding WILC

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of G. Willi-Food International (WILC) in Q4 2023, closing a stake of 1,160 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in WILC in Q1 2023 and held it in 3 quarters. The position peaked at $17K in Q1 2023. 5 funds tracked by Wall St. Rank hold WILC as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining G. Willi-Food International position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,160 G. Willi-Food International shares in Q4 2023, an estimated $12K.
Carson Wealth (CWM LLC) first reported a position in G. Willi-Food International in Q1 2023 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s G. Willi-Food International position peaked at $17K in Q1 2023.
5 funds tracked by Wall St. Rank held G. Willi-Food International as of Q4 2023.

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