Carson Wealth (CWM LLC)’s Xos XOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17	Closed	-$2K	–	3906
2021 Q4	$2K	Buy	+17	New	+$2.1K	﹤0.01%	3204

Other funds holding XOS

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XOS Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Xos (XOS) in Q1 2022, closing a stake of 17 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in XOS in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 54 funds tracked by Wall St. Rank hold XOS as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Xos position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 17 Xos shares in Q1 2022, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Xos in Q4 2021 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Xos position peaked at $2K in Q4 2021.
54 funds tracked by Wall St. Rank held Xos as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.