Carson Wealth (CWM LLC)
BHVN

Carson Wealth (CWM LLC)’s Biohaven Pharmaceutical Holding Company Ltd. BHVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-167
Closed -$25K – 4428
2022
Q3 		$25K Buy
167
+39
+30% +$5.78K ﹤0.01% 2103
2022
Q2 		$19K Buy
128
+12
+10% +$1.53K ﹤0.01% 2173
2022
Q1 		$14K Buy
116
+108
+1,350% +$13.5K ﹤0.01% 2315
2021
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 3465

Other funds holding BHVN

LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Biohaven Pharmaceutical Holding Company Ltd. (BHVN) in Q4 2022, closing a stake of 167 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in BHVN in Q4 2021 and held it in 4 quarters. The position peaked at $25K in Q3 2022. 7 funds tracked by Wall St. Rank hold BHVN as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Biohaven Pharmaceutical Holding Company Ltd. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 167 Biohaven Pharmaceutical Holding Company Ltd. shares in Q4 2022, an estimated $25K.
  • Carson Wealth (CWM LLC) first reported a position in Biohaven Pharmaceutical Holding Company Ltd. in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Biohaven Pharmaceutical Holding Company Ltd. position peaked at $25K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Biohaven Pharmaceutical Holding Company Ltd. as of Q4 2022.

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