Carson Wealth (CWM LLC)’s Allegiance Bancshares ABTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-210	Closed	-$9K	–	4416
2022 Q3	$9K	Buy	210 +30	+17%	+$1.28K	﹤0.01%	2786
2022 Q2	$7K	Sell	180 -18	-9%	-$724	﹤0.01%	2843
2022 Q1	$9K	Hold	198	–	–	﹤0.01%	2582
2021 Q4	$8K	Buy	+198	New	+$8.09K	﹤0.01%	2519

Other funds holding ABTX

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 210 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in ABTX in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q3 2022. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 210 Allegiance Bancshares shares in Q4 2022, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in Allegiance Bancshares in Q4 2021 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Allegiance Bancshares position peaked at $9K in Q3 2022.
2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

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