Carson Wealth (CWM LLC)
BACK

Carson Wealth (CWM LLC)’s IMAC Holdings, Inc. Common Stock BACK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BACK Stock Details BACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-120
Closed -$1K – 4302
2022
Q3 		$1K Hold
120
– – ﹤0.01% 3818
2022
Q2 		$3K Hold
120
– – ﹤0.01% 3266
2022
Q1 		$4K Hold
120
– – ﹤0.01% 2978
2021
Q4 		$4K Buy
+120
New +$4.68K ﹤0.01% 2906

Other funds holding BACK

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of IMAC Holdings, Inc. Common Stock (BACK) in Q4 2022, closing a stake of 120 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BACK in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 30 funds tracked by Wall St. Rank hold BACK as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining IMAC Holdings, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 120 IMAC Holdings, Inc. Common Stock shares in Q4 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in IMAC Holdings, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s IMAC Holdings, Inc. Common Stock position peaked at $4K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held IMAC Holdings, Inc. Common Stock as of Q4 2022.

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