Rise Advisors’s Camping World CWH Stock Holding History

Rise Advisors’s Portfolio CWH Stock Details CWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-72	Closed	-$1.13K	–	429
2025 Q3	$1.13K	Buy	72 +1	+1%	+$17	﹤0.01%	1264
2025 Q2	$1.23K	Hold	71	–	–	﹤0.01%	1258
2025 Q1	$1.14K	Buy	71 +1	+1%	+$20	﹤0.01%	1225
2024 Q4	$1.48K	Sell	70 -151	-68%	-$3.44K	﹤0.01%	1078
2024 Q3	$5.35K	Sell	221 -403	-65%	-$8.68K	﹤0.01%	1074
2024 Q2	$11.1K	Buy	624 +7	+1%	+$147	0.01%	974
2024 Q1	$17.2K	Hold	617	–	–	0.01%	754
2023 Q4	$16.2K	Sell	617 -202	-25%	-$4.23K	0.01%	267
2023 Q3	$16.7K	Buy	819 +5	+0.6%	+$132	0.01%	255
2023 Q2	$24.5K	Buy	814 +18	+2%	+$453	0.02%	215
2023 Q1	$16.6K	Buy	796 +24	+3%	+$560	0.01%	280
2022 Q4	$17.2K	Buy	772 +22	+3%	+$571	0.01%	267
2022 Q3	$19K	Buy	750 +19	+3%	+$528	0.02%	250
2022 Q2	$16K	Buy	731 +19	+3%	+$502	0.02%	265
2022 Q1	$20K	Buy	712 +15	+2%	+$491	0.02%	241
2021 Q4	$28.2K	Buy	+697	New	+$28.1K	0.03%	205

Other funds holding CWH

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return