Carson Wealth (CWM LLC)
WPG

Carson Wealth (CWM LLC)’s Washington Prime Group Inc. WPG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$0 Hold
69
– – ﹤0.01% 3048
2021
Q1 		$0 Hold
69
– – ﹤0.01% 3045
2020
Q4 		$0 Buy
69
+61
+763% +$429 ﹤0.01% 3042
2020
Q3 		$0 Hold
8
– – ﹤0.01% 3038
2020
Q2 		$0 Hold
8
– – ﹤0.01% 3036
2020
Q1 		$0 Hold
8
– – ﹤0.01% 3033
2019
Q4 		$0 Hold
8
– – ﹤0.01% 3031
2019
Q3 		$0 Hold
8
– – ﹤0.01% 3031
2019
Q2 		$0 Hold
8
– – ﹤0.01% 3030
2019
Q1 		$0 Buy
+8
New +$392 ﹤0.01% 3486

Other funds holding WPG

LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Washington Prime Group Inc. (WPG) position steady in Q2 2021 at 69 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Carson Wealth (CWM LLC) first reported a position in WPG in Q1 2019 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold WPG as of Q2 2021.

  • Carson Wealth (CWM LLC) held 69 shares of Washington Prime Group Inc. worth $0 as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Washington Prime Group Inc. share count unchanged in Q2 2021.
  • Washington Prime Group Inc. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #3048 holding.
  • Carson Wealth (CWM LLC) first reported a position in Washington Prime Group Inc. in Q1 2019 and has held it in 10 quarters since.
  • 81 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2021.

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