Carson Wealth (CWM LLC)’s Avaya Holdings Corp. Common Stock AVYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,494	Closed	–	–	4487
2022 Q4	$0	Buy	1,494 +661	+79%	+$739	﹤0.01%	4372
2022 Q3	$1K	Sell	833 -140	-14%	-$222	﹤0.01%	3858
2022 Q2	$2K	Buy	973 +184	+23%	+$1.31K	﹤0.01%	3460
2022 Q1	$10K	Buy	789 +649	+464%	+$10.1K	﹤0.01%	2507
2021 Q4	$3K	Buy	+140	New	+$2.76K	﹤0.01%	3066

Other funds holding AVYA

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Avaya Holdings Corp. Common Stock (AVYA) in Q1 2023, closing a stake of 1,494 shares.

Carson Wealth (CWM LLC) first reported a position in AVYA in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 11 funds tracked by Wall St. Rank hold AVYA as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Avaya Holdings Corp. Common Stock position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,494 Avaya Holdings Corp. Common Stock shares in Q1 2023.
Carson Wealth (CWM LLC) first reported a position in Avaya Holdings Corp. Common Stock in Q4 2021 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Avaya Holdings Corp. Common Stock position peaked at $10K in Q1 2022.
11 funds tracked by Wall St. Rank held Avaya Holdings Corp. Common Stock as of Q1 2023.

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