Carson Wealth (CWM LLC)’s Albireo Pharma Inc ALBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-220	Closed	-$5K	–	4480
2022 Q4	$5K	Hold	220	–	–	﹤0.01%	3248
2022 Q3	$4K	Buy	220 +193	+715%	+$3.99K	﹤0.01%	3251
2022 Q2	$1K	Buy	27 +22	+440%	+$580	﹤0.01%	3723
2022 Q1	$0	Buy	+5	New	+$146	﹤0.01%	4001

Other funds holding ALBO

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALBO Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Albireo Pharma Inc (ALBO) in Q1 2023, closing a stake of 220 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in ALBO in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q4 2022. 3 funds tracked by Wall St. Rank hold ALBO as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Albireo Pharma Inc position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 220 Albireo Pharma Inc shares in Q1 2023, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Albireo Pharma Inc in Q1 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Albireo Pharma Inc position peaked at $5K in Q4 2022.
3 funds tracked by Wall St. Rank held Albireo Pharma Inc as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.