Carson Wealth (CWM LLC)
ABMD

Carson Wealth (CWM LLC)’s Abiomed Inc ABMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ABMD Stock Details ABMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-387
Closed -$95K – 4383
2022
Q3 		$95K Buy
387
+102
+36% +$27.5K ﹤0.01% 1360
2022
Q2 		$71K Buy
285
+66
+30% +$17.8K ﹤0.01% 1460
2022
Q1 		$73K Buy
219
+139
+174% +$42.8K ﹤0.01% 1454
2021
Q4 		$29K Buy
+80
New +$27K ﹤0.01% 1800
2021
Q2 		$5K Hold
16
– – ﹤0.01% 2395
2021
Q1 		$5K Hold
16
– – ﹤0.01% 2395
2020
Q4 		$5K Hold
16
– – ﹤0.01% 2395
2020
Q3 		$5K Hold
16
– – ﹤0.01% 2394
2020
Q2 		$5K Hold
16
– – ﹤0.01% 2390
2020
Q1 		$5K Hold
16
– – ﹤0.01% 2390
2019
Q4 		$5K Hold
16
– – ﹤0.01% 2390
2019
Q3 		$5K Hold
16
– – ﹤0.01% 2390
2019
Q2 		$5K Hold
16
– – ﹤0.01% 2390
2019
Q1 		$5K Sell
16
-71
-82% -$23.6K ﹤0.01% 2389
2018
Q4 		$28K Buy
87
+17
+24% +$5.91K ﹤0.01% 1041
2018
Q3 		$31K Hold
70
– – ﹤0.01% 856
2018
Q2 		$29K Buy
70
+25
+56% +$9.06K ﹤0.01% 764
2018
Q1 		$13K Hold
45
– – ﹤0.01% 803
2017
Q4 		$8K Hold
45
– – ﹤0.01% 954
2017
Q3 		$8K Buy
+45
New +$6.8K ﹤0.01% 964

Other funds holding ABMD

TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABMD Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Abiomed Inc (ABMD) in Q4 2022, closing a stake of 387 shares — an estimated $95K sold.

Carson Wealth (CWM LLC) first reported a position in ABMD in Q3 2017 and held it in 20 quarters. The position peaked at $95K in Q3 2022. 8 funds tracked by Wall St. Rank hold ABMD as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Abiomed Inc position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 387 Abiomed Inc shares in Q4 2022, an estimated $95K.
  • Carson Wealth (CWM LLC) first reported a position in Abiomed Inc in Q3 2017 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s Abiomed Inc position peaked at $95K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held Abiomed Inc as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.