Carson Wealth (CWM LLC)
WPF

Carson Wealth (CWM LLC)’s Foley Trasimene Acquisition Corp. WPF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WPF Stock Details WPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$20K Hold
2,000
– – ﹤0.01% 1808
2021
Q1 		$20K Hold
2,000
– – ﹤0.01% 1808
2020
Q4 		$20K Hold
2,000
– – ﹤0.01% 1808
2020
Q3 		$20K Buy
+2,000
New +$20.6K ﹤0.01% 1808

Other funds holding WPF

FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WPF Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Foley Trasimene Acquisition Corp. (WPF) position steady in Q2 2021 at 2,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Carson Wealth (CWM LLC) first reported a position in WPF in Q3 2020 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold WPF as of Q2 2021.

  • Carson Wealth (CWM LLC) held 2,000 shares of Foley Trasimene Acquisition Corp. worth $20K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Foley Trasimene Acquisition Corp. share count unchanged in Q2 2021.
  • Foley Trasimene Acquisition Corp. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1808 holding.
  • Carson Wealth (CWM LLC) first reported a position in Foley Trasimene Acquisition Corp. in Q3 2020 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held Foley Trasimene Acquisition Corp. as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.