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CarsonAllaria Wealth Management’s Rambus RMBS Stock Holding History

CarsonAllaria Wealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$5.88K – 422
2024
Q2 		$5.88K Sell
100
-100
-50% -$5.72K ﹤0.01% 283
2024
Q1 		$12.4K Hold
200
– – 0.01% 231
2023
Q4 		$13.7K Hold
200
– – 0.01% 195
2023
Q3 		$11.2K Hold
200
– – 0.01% 200
2023
Q2 		$12.8K Sell
200
-350
-64% -$19.3K 0.01% 204
2023
Q1 		$28.2K Hold
550
– – 0.02% 144
2022
Q4 		$20K Sell
550
-1,994
-78% -$67.4K 0.02% 153
2022
Q3 		$65K Sell
2,544
-91
-3% -$2.27K 0.06% 98
2022
Q2 		$57K Buy
2,635
+102
+4% +$2.52K 0.05% 103
2022
Q1 		$81K Sell
2,533
-160
-6% -$4.43K 0.07% 94
2021
Q4 		$79K Buy
+2,693
New +$68.5K 0.07% 97

Other funds holding RMBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return