Carson Wealth (CWM LLC)’s Change Agents Corporation Common Stock CHGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	–	–	4883
2024 Q3	$0	Buy	+1	New	+$5	﹤0.01%	4795

Other funds holding CHGA

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHGA Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Change Agents Corporation Common Stock (CHGA) in Q4 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in CHGA in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 8 funds tracked by Wall St. Rank hold CHGA as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Change Agents Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1 Change Agents Corporation Common Stock share in Q4 2024.
Carson Wealth (CWM LLC) first reported a position in Change Agents Corporation Common Stock in Q3 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Change Agents Corporation Common Stock position peaked at $0 in Q3 2024.
8 funds tracked by Wall St. Rank held Change Agents Corporation Common Stock as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.