Carson Wealth (CWM LLC)
XWEL icon

Carson Wealth (CWM LLC)’s XWELL XWEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2
Closed – – 5204
2024
Q3 		$0 Buy
+2
New +$4 ﹤0.01% 5200
2022
Q4 		– Hold
0
– – – 4285
2022
Q3 		– Hold
0
– – – 4221
2022
Q2 		– Hold
0
– – – 4129
2018
Q4 		– Hold
0
– – – 2271
2018
Q3 		– Hold
0
– – – 2017

Other funds holding XWEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XWEL Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of XWELL (XWEL) in Q4 2024, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in XWEL in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 16 funds tracked by Wall St. Rank hold XWEL as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining XWELL position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 XWELL shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in XWELL in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s XWELL position peaked at $0 in Q3 2024.
  • 16 funds tracked by Wall St. Rank held XWELL as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.