Carson Wealth (CWM LLC)
CLVS

Carson Wealth (CWM LLC)’s Clovis Oncology, Inc. CLVS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLVS Stock Details CLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-310
Closed – – 4385
2022
Q3 		$0 Hold
310
– – ﹤0.01% 4307
2022
Q2 		$1K Sell
310
-1,167
-79% -$1.72K ﹤0.01% 3728
2022
Q1 		$3K Buy
1,477
+1,167
+376% +$2.29K ﹤0.01% 3112
2021
Q4 		$1K Buy
+310
New +$1.15K ﹤0.01% 3448
2016
Q1 		– Sell
-310
Closed -$11K – 825
2015
Q4 		$11K Buy
+310
New +$20K ﹤0.01% 459

Other funds holding CLVS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Clovis Oncology, Inc. (CLVS) in Q4 2022, closing a stake of 310 shares.

Carson Wealth (CWM LLC) first reported a position in CLVS in Q4 2015 and held it in 5 quarters. The position peaked at $11K in Q4 2015. 15 funds tracked by Wall St. Rank hold CLVS as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Clovis Oncology, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 310 Clovis Oncology, Inc. shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Clovis Oncology, Inc. in Q4 2015 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Clovis Oncology, Inc. position peaked at $11K in Q4 2015.
  • 15 funds tracked by Wall St. Rank held Clovis Oncology, Inc. as of Q4 2022.

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