Carson Wealth (CWM LLC)’s DarioHealth DRIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-90	Closed	-$11K	–	3965
2022 Q2	$11K	Buy	+90	New	+$10.6K	﹤0.01%	2518

Other funds holding DRIO

NCM

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Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DRIO Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of DarioHealth (DRIO) in Q3 2022, closing a stake of 90 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in DRIO in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 45 funds tracked by Wall St. Rank hold DRIO as of Q3 2022.

Carson Wealth (CWM LLC) reported no remaining DarioHealth position as of Q3 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 90 DarioHealth shares in Q3 2022, an estimated $11K.
Carson Wealth (CWM LLC) first reported a position in DarioHealth in Q2 2022 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s DarioHealth position peaked at $11K in Q2 2022.
45 funds tracked by Wall St. Rank held DarioHealth as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.