CWM
CRMT icon

Congress Wealth Management’s America's Car Mart CRMT Stock Holding History

Congress Wealth Management’s Portfolio CRMT Stock Details CRMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,975
Closed -$292K – 880
2024
Q3 		$292K Hold
6,975
– – ﹤0.01% 738
2024
Q2 		$420K Buy
+6,975
New +$421K 0.01% 558

Other funds holding CRMT

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
KC
Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return

Congress Wealth Management's CRMT Position: Q4 2024 in Review

Congress Wealth Management sold out of America's Car Mart (CRMT) in Q4 2024, closing a stake of 6,975 shares — an estimated $292K sold.

Congress Wealth Management first reported a position in CRMT in Q2 2024 and held it in 2 quarters. The position peaked at $420K in Q2 2024. 115 funds tracked by Wall St. Rank hold CRMT as of Q4 2024.

  • Congress Wealth Management reported no remaining America's Car Mart position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 6,975 America's Car Mart shares in Q4 2024, an estimated $292K.
  • Congress Wealth Management first reported a position in America's Car Mart in Q2 2024 and held it in 2 quarters.
  • Congress Wealth Management's America's Car Mart position peaked at $420K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held America's Car Mart as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.