Carson Wealth (CWM LLC)’s China Southern Airlines Company Limited ZNH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-793	Closed	-$26K	–	4490
2022 Q4	$26K	Buy	793 +518	+188%	+$15.2K	﹤0.01%	2188
2022 Q3	$7K	Buy	275 +217	+374%	+$5.91K	﹤0.01%	2935
2022 Q2	$2K	Buy	58 +6	+12%	+$162	﹤0.01%	3461
2022 Q1	$2K	Buy	52 +26	+100%	+$810	﹤0.01%	3271
2021 Q4	$1K	Buy	+26	New	+$765	﹤0.01%	3445

Other funds holding ZNH

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZNH Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of China Southern Airlines Company Limited (ZNH) in Q1 2023, closing a stake of 793 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in ZNH in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2022. 5 funds tracked by Wall St. Rank hold ZNH as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining China Southern Airlines Company Limited position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 793 China Southern Airlines Company Limited shares in Q1 2023, an estimated $26K.
Carson Wealth (CWM LLC) first reported a position in China Southern Airlines Company Limited in Q4 2021 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s China Southern Airlines Company Limited position peaked at $26K in Q4 2022.
5 funds tracked by Wall St. Rank held China Southern Airlines Company Limited as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.