Carson Wealth (CWM LLC)
AVYA

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
2022
Q4 		– Sell
-700
Closed -$1K – 4371
2022
Q3 		$1K Hold
700
– – ﹤0.01% 3857
2022
Q2 		$1K Buy
+700
New +$5K ﹤0.01% 3724

Other funds holding AVYA

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