Carson Wealth (CWM LLC)
GWB

Carson Wealth (CWM LLC)’s Great Western Bancorp, Inc. GWB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,825
Closed -$96K – 4036
2021
Q4 		$96K Buy
+2,825
New +$96.5K ﹤0.01% 1312
2021
Q2 		$82K Hold
2,487
– – ﹤0.01% 1204
2021
Q1 		$82K Hold
2,487
– – ﹤0.01% 1204
2020
Q4 		$82K Hold
2,487
– – ﹤0.01% 1204
2020
Q3 		$82K Hold
2,487
– – ﹤0.01% 1204
2020
Q2 		$82K Hold
2,487
– – ﹤0.01% 1204
2020
Q1 		$82K Hold
2,487
– – ﹤0.01% 1204
2019
Q4 		$82K Hold
2,487
– – ﹤0.01% 1204
2019
Q3 		$82K Hold
2,487
– – ﹤0.01% 1204
2019
Q2 		$82K Hold
2,487
– – ﹤0.01% 1204
2019
Q1 		$82K Buy
+2,487
New +$86.3K ﹤0.01% 1204

Carson Wealth (CWM LLC)'s GWB Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Great Western Bancorp, Inc. (GWB) in Q1 2022, closing a stake of 2,825 shares — an estimated $96K sold.

Carson Wealth (CWM LLC) first reported a position in GWB in Q1 2019 and held it in 11 quarters. The position peaked at $96K in Q4 2021. 0 funds tracked by Wall St. Rank hold GWB as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Great Western Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,825 Great Western Bancorp, Inc. shares in Q1 2022, an estimated $96K.
  • Carson Wealth (CWM LLC) first reported a position in Great Western Bancorp, Inc. in Q1 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Great Western Bancorp, Inc. position peaked at $96K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.