Carson Wealth (CWM LLC)’s Chicos FAS, Inc. CHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-462	Closed	-$4K	–	4887
2023 Q4	$4K	Hold	462	–	–	﹤0.01%	3655
2023 Q3	$3K	Buy	462 +438	+1,825%	+$2.35K	﹤0.01%	3740
2023 Q2	$0	Buy	+24	New	+$125	﹤0.01%	4552
2023 Q1	–	Sell	-257	Closed	-$1K	–	4426
2022 Q4	$1K	Buy	+257	New	+$1.45K	﹤0.01%	3916
2022 Q1	–	Sell	-288	Closed	-$2K	–	3966
2021 Q4	$2K	Buy	+288	New	+$1.57K	﹤0.01%	3218
2018 Q3	–	Sell	-99	Closed	-$1K	–	2026
2018 Q2	$1K	Buy	+99	New	+$937	﹤0.01%	1630

Other funds holding CHS

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s CHS Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Chicos FAS, Inc. (CHS) in Q1 2024, closing a stake of 462 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in CHS in Q2 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2023. 2 funds tracked by Wall St. Rank hold CHS as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Chicos FAS, Inc. position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 462 Chicos FAS, Inc. shares in Q1 2024, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Chicos FAS, Inc. in Q2 2018 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Chicos FAS, Inc. position peaked at $4K in Q4 2023.
2 funds tracked by Wall St. Rank held Chicos FAS, Inc. as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.