Carson Wealth (CWM LLC)
GBT

Carson Wealth (CWM LLC)’s Global Blood Therapeutics, Inc. GBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBT Stock Details GBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12
Closed -$1K – 4412
2022
Q3 		$1K Sell
12
-91
-88% -$5.02K ﹤0.01% 3864
2022
Q2 		$3K Buy
103
+10
+11% +$293 ﹤0.01% 3281
2022
Q1 		$3K Buy
93
+11
+13% +$329 ﹤0.01% 3113
2021
Q4 		$2K Buy
+82
New +$2.54K ﹤0.01% 3226
2021
Q2 		$7K Hold
200
– – ﹤0.01% 2272
2021
Q1 		$7K Hold
200
– – ﹤0.01% 2272
2020
Q4 		$7K Hold
200
– – ﹤0.01% 2271
2020
Q3 		$7K Hold
200
– – ﹤0.01% 2269
2020
Q2 		$7K Hold
200
– – ﹤0.01% 2268
2020
Q1 		$7K Hold
200
– – ﹤0.01% 2268
2019
Q4 		$7K Hold
200
– – ﹤0.01% 2268
2019
Q3 		$7K Hold
200
– – ﹤0.01% 2267
2019
Q2 		$7K Hold
200
– – ﹤0.01% 2267
2019
Q1 		$7K Buy
+200
New +$9.83K ﹤0.01% 2265

Other funds holding GBT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Global Blood Therapeutics, Inc. (GBT) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in GBT in Q1 2019 and held it in 14 quarters. The position peaked at $7K in Q2 2021. 2 funds tracked by Wall St. Rank hold GBT as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Global Blood Therapeutics, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12 Global Blood Therapeutics, Inc. shares in Q4 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Global Blood Therapeutics, Inc. in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Global Blood Therapeutics, Inc. position peaked at $7K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Global Blood Therapeutics, Inc. as of Q4 2022.

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