Carson Wealth (CWM LLC)
CHNG

Carson Wealth (CWM LLC)’s Change Healthcare Inc. Common Stock CHNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHNG Stock Details CHNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-285
Closed -$8K – 4415
2022
Q3 		$8K Buy
285
+83
+41% +$2.06K ﹤0.01% 2872
2022
Q2 		$5K Buy
202
+71
+54% +$1.66K ﹤0.01% 3039
2022
Q1 		$3K Buy
131
+98
+297% +$2.04K ﹤0.01% 3114
2021
Q4 		$1K Buy
+33
New +$692 ﹤0.01% 3454
2021
Q2 		$0 Hold
8
– – ﹤0.01% 3038
2021
Q1 		$0 Hold
8
– – ﹤0.01% 3035
2020
Q4 		$0 Hold
8
– – ﹤0.01% 3032
2020
Q3 		$0 Hold
8
– – ﹤0.01% 3029
2020
Q2 		$0 Hold
8
– – ﹤0.01% 3027
2020
Q1 		$0 Hold
8
– – ﹤0.01% 3024
2019
Q4 		$0 Hold
8
– – ﹤0.01% 3022
2019
Q3 		$0 Hold
8
– – ﹤0.01% 3022
2019
Q2 		$0 Buy
+8
New +$118 ﹤0.01% 3021

Other funds holding CHNG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Change Healthcare Inc. Common Stock (CHNG) in Q4 2022, closing a stake of 285 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in CHNG in Q2 2019 and held it in 13 quarters. The position peaked at $8K in Q3 2022. 1 fund tracked by Wall St. Rank holds CHNG as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Change Healthcare Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 285 Change Healthcare Inc. Common Stock shares in Q4 2022, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Change Healthcare Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Change Healthcare Inc. Common Stock position peaked at $8K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Change Healthcare Inc. Common Stock as of Q4 2022.

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